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
$117M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$1.51M
3
+$1.22M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$1.06M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$897K

Top Sells

1
+$8.13M
2
+$2.62M
3
+$766K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$681K
5
IUSB icon
iShares Trust iShares Core Universal USD Bond ETF
IUSB
+$476K

Sector Composition

1 Technology 7.73%
2 Healthcare 4.22%
3 Financials 2.94%
4 Energy 2.68%
5 Industrials 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$858K 0.73%
6,076
+1,493
27
$822K 0.7%
908
-106
28
$812K 0.69%
12,800
-2,179
29
$749K 0.64%
45,810
-40
30
$738K 0.63%
3,787
+4
31
$734K 0.62%
3,628
-445
32
$733K 0.62%
3,795
-336
33
$719K 0.61%
6,248
-495
34
$713K 0.61%
16,771
+4,815
35
$677K 0.58%
7,372
+350
36
$665K 0.57%
3,653
-148
37
$654K 0.56%
18,382
-516
38
$645K 0.55%
4,125
+10
39
$641K 0.55%
3,735
-93
40
$623K 0.53%
609
+47
41
$608K 0.52%
71,658
+21,283
42
$599K 0.51%
3,635
+34
43
$591K 0.5%
1,161
+263
44
$585K 0.5%
5,482
-167
45
$581K 0.49%
1,148
46
$563K 0.48%
+13,089
47
$555K 0.47%
24,576
-704
48
$530K 0.45%
4,970
+346
49
$523K 0.45%
+11,792
50
$501K 0.43%
6,457
+386
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