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
51
$488K 0.42%
3,420
-680
52
$484K 0.41%
1,329
+63
53
$481K 0.41%
6,529
-117
54
$480K 0.41%
10,540
+558
55
$477K 0.41%
859
+205
56
$475K 0.4%
6,251
+629
57
$470K 0.4%
11,152
+2,483
58
$467K 0.4%
15,111
+907
59
$465K 0.4%
11,270
+121
60
$455K 0.39%
4,680
-160
61
$455K 0.39%
902
-18
62
$442K 0.38%
815
+64
63
$429K 0.37%
2,604
+273
64
$429K 0.37%
2,035
65
$424K 0.36%
3,127
66
$419K 0.36%
4,081
+138
67
$419K 0.36%
3,385
-155
68
$403K 0.34%
+4,000
69
$399K 0.34%
20,863
+2,082
70
$396K 0.34%
2,336
+802
71
$371K 0.32%
2,123
+361
72
$360K 0.31%
1,151
+73
73
$352K 0.3%
4,472
-57
74
$336K 0.29%
4,894
+1,006
75
$325K 0.28%
3,326
+600
1 2
3
4 5