MWM

Mosley Wealth Management Portfolio holdings

AUM $221M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$221M
AUM Growth
+$2.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1 +$198K
2 +$187K
3 +$176K
4
HIGH icon
Simplify Enhanced Income ETF
HIGH
+$176K
5
BA icon
Boeing
BA
+$169K

Top Sells

1 +$288K
2 +$270K
3 +$223K
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$204K
5
AMZN icon
Amazon
AMZN
+$192K

Sector Composition

1 Technology 12.49%
2 Financials 6.15%
3 Communication Services 2.79%
4 Industrials 2.28%
5 Energy 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DIBS icon
426
1stdibs.com
DIBS
$156M
$818 ﹤0.01%
+316
DECZ icon
427
TrueShares Structured Outcome December ETF
DECZ
$62M
$815 ﹤0.01%
+20
SEPZ icon
428
TrueShares Structured Outcome September ETF
SEPZ
$120M
$804 ﹤0.01%
+19
NIO icon
429
NIO
NIO
$14.7B
$792 ﹤0.01%
+104
PBYI icon
430
Puma Biotechnology
PBYI
$381M
$786 ﹤0.01%
+148
JNK icon
431
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.27B
$784 ﹤0.01%
+8
NMAX
432
Newsmax Inc
NMAX
$819M
$744 ﹤0.01%
+60
RIO icon
433
Rio Tinto
RIO
$171B
$726 ﹤0.01%
+11
FTSL icon
434
First Trust Senior Loan Fund ETF
FTSL
$2.28B
$688 ﹤0.01%
+15
FVRR icon
435
Fiverr
FVRR
$412M
$659 ﹤0.01%
+27
RLY icon
436
State Street Multi-Asset Real Return ETF
RLY
$1.18B
$587 ﹤0.01%
+19
BNDX icon
437
Vanguard Total International Bond ETF
BNDX
$77.9B
$545 ﹤0.01%
+11
TLT icon
438
iShares 20+ Year Treasury Bond ETF
TLT
$43.2B
$536 ﹤0.01%
+6
AGG icon
439
iShares Core US Aggregate Bond ETF
AGG
$136B
$498 ﹤0.01%
+5
MGA icon
440
Magna International
MGA
$17.2B
$474 ﹤0.01%
+10
HUN icon
441
Huntsman Corp
HUN
$2.62B
$421 ﹤0.01%
+47
TEVA icon
442
Teva Pharmaceuticals
TEVA
$41.6B
$404 ﹤0.01%
+20
CCI icon
443
Crown Castle
CCI
$39.5B
$386 ﹤0.01%
+4
AIG icon
444
American International
AIG
$40.5B
$314 ﹤0.01%
+4
BAM icon
445
Brookfield Asset Management
BAM
$81.5B
$285 ﹤0.01%
+5
PUK icon
446
Prudential
PUK
$39.1B
$280 ﹤0.01%
+10
VMBS icon
447
Vanguard Mortgage-Backed Securities ETF
VMBS
$15B
$235 ﹤0.01%
+5
BIV icon
448
Vanguard Intermediate-Term Bond ETF
BIV
$28.4B
$234 ﹤0.01%
+3
SOLV icon
449
Solventum
SOLV
$12.7B
$219 ﹤0.01%
+3
TRP icon
450
TC Energy
TRP
$67.5B
$218 ﹤0.01%
+4