MWM

Mosley Wealth Management Portfolio holdings

AUM $161M
1-Year Est. Return 18.15%
This Quarter Est. Return
1 Year Est. Return
+18.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$8.95M
3
+$6.99M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$5.09M
5
XLSR icon
State Street US Sector Rotation ETF
XLSR
+$4.12M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.38%
2 Healthcare 4.25%
3 Financials 3.4%
4 Energy 2.97%
5 Industrials 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$831K 0.82%
+3,720
27
$811K 0.8%
+15,760
28
$781K 0.77%
+56,567
29
$760K 0.75%
+15,340
30
$726K 0.72%
+6,561
31
$723K 0.71%
+4,248
32
$696K 0.69%
+6,957
33
$629K 0.62%
+4,217
34
$613K 0.6%
+1,051
35
$607K 0.6%
+5,647
36
$605K 0.6%
+3,906
37
$578K 0.57%
+10,504
38
$555K 0.55%
+3,970
39
$553K 0.55%
+3,523
40
$538K 0.53%
+62,451
41
$537K 0.53%
+3,665
42
$529K 0.52%
+1,148
43
$481K 0.47%
+3,672
44
$478K 0.47%
+907
45
$464K 0.46%
+3,055
46
$464K 0.46%
+4,976
47
$457K 0.45%
+4,226
48
$454K 0.45%
+4,389
49
$450K 0.44%
+594
50
$442K 0.44%
+12,259
1
2
3 4