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
$161M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$1.17M
3
+$928K
4
GS icon
Goldman Sachs
GS
+$844K
5
MS icon
Morgan Stanley
MS
+$833K

Top Sells

1
+$2M
2
+$544K
3
+$523K
4
ADBE icon
Adobe
ADBE
+$484K
5
CCI icon
Crown Castle
CCI
+$414K

Sector Composition

1 Technology 8.45%
2 Financials 5.55%
3 Healthcare 2.83%
4 Energy 2.75%
5 Communication Services 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VRT icon
51
Vertiv
VRT
$73.7B
$743K 0.46%
6,724
-48
BX icon
52
Blackstone
BX
$115B
$737K 0.46%
3,974
+173
BTI icon
53
British American Tobacco
BTI
$111B
$710K 0.44%
18,072
+1,357
PG icon
54
Procter & Gamble
PG
$351B
$704K 0.44%
4,233
+302
IJR icon
55
iShares Core S&P Small-Cap ETF
IJR
$84.9B
$694K 0.43%
5,867
+340
MO icon
56
Altria Group
MO
$94.6B
$662K 0.41%
12,574
+892
PEG icon
57
Public Service Enterprise Group
PEG
$40.2B
$631K 0.39%
7,727
+517
IFRA icon
58
iShares US Infrastructure ETF
IFRA
$3.06B
$621K 0.38%
13,133
+535
SRE icon
59
Sempra
SRE
$60B
$619K 0.38%
7,551
+556
GOVT icon
60
iShares US Treasury Bond ETF
GOVT
$28.4B
$598K 0.37%
26,490
+1,309
MSTR icon
61
Strategy Inc
MSTR
$77.4B
$598K 0.37%
1,751
-19
VZ icon
62
Verizon
VZ
$168B
$592K 0.37%
14,691
+1,801
ADFI icon
63
Anfield Dynamic Fixed Income ETF
ADFI
$48.9M
$590K 0.37%
69,790
-1,264
T icon
64
AT&T
T
$176B
$590K 0.37%
24,342
+973
PANW icon
65
Palo Alto Networks
PANW
$149B
$561K 0.35%
3,023
+227
TSLA icon
66
Tesla
TSLA
$1.52T
$559K 0.35%
1,436
+106
LNG icon
67
Cheniere Energy
LNG
$45.6B
$559K 0.35%
2,450
+92
IBIT icon
68
iShares Bitcoin Trust
IBIT
$84B
$554K 0.34%
9,341
+231
GILD icon
69
Gilead Sciences
GILD
$149B
$552K 0.34%
5,772
+319
ICVT icon
70
iShares Convertible Bond ETF
ICVT
$3.06B
$540K 0.33%
6,181
+1,579
BABA icon
71
Alibaba
BABA
$407B
$532K 0.33%
5,499
+466
TLH icon
72
iShares 10-20 Year Treasury Bond ETF
TLH
$12.5B
$530K 0.33%
5,289
+699
IWF icon
73
iShares Russell 1000 Growth ETF
IWF
$127B
$530K 0.33%
1,294
-32
V icon
74
Visa
V
$659B
$506K 0.31%
1,506
+128
AOM icon
75
iShares Core Moderate Allocation ETF
AOM
$1.62B
$505K 0.31%
11,457
-773
1 2
3
4 5