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
51
$433K 0.43%
+11,475
52
$430K 0.42%
+6,136
53
$425K 0.42%
+12,206
54
$425K 0.42%
+14,500
55
$423K 0.42%
+5,659
56
$412K 0.41%
+6,734
57
$409K 0.4%
+3,774
58
$408K 0.4%
+10,117
59
$401K 0.4%
+2,362
60
$400K 0.39%
+670
61
$386K 0.38%
+2,035
62
$377K 0.37%
+1,244
63
$367K 0.36%
+778
64
$361K 0.36%
+1,020
65
$358K 0.35%
+3,127
66
$356K 0.35%
+6,432
67
$333K 0.33%
+3,058
68
$331K 0.33%
+4,084
69
$322K 0.32%
+6,279
70
$319K 0.31%
+1,108
71
$317K 0.31%
+3,909
72
$316K 0.31%
+2,745
73
$312K 0.31%
+1,905
74
$309K 0.3%
+1,185
75
$307K 0.3%
+7,837
1 2
3
4