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
IBM icon
76
IBM
IBM
$287B
$502K 0.31%
2,197
+182
PLTR icon
77
Palantir
PLTR
$476B
$492K 0.3%
6,167
-39
BA icon
78
Boeing
BA
$153B
$473K 0.29%
2,722
-2
MA icon
79
Mastercard
MA
$496B
$466K 0.29%
849
+70
MMC icon
80
Marsh & McLennan
MMC
$87.3B
$446K 0.28%
2,035
MCK icon
81
McKesson
MCK
$101B
$429K 0.27%
711
+63
AMGN icon
82
Amgen
AMGN
$161B
$415K 0.26%
1,474
+192
NVO icon
83
Novo Nordisk
NVO
$220B
$413K 0.26%
4,912
+892
XLI icon
84
Industrial Select Sector SPDR Fund
XLI
$23.9B
$392K 0.24%
2,847
+466
MRK icon
85
Merck
MRK
$215B
$383K 0.24%
3,898
+858
XYL icon
86
Xylem
XYL
$36.7B
$379K 0.23%
3,127
HYDB icon
87
iShares High Yield Systematic Bond ETF
HYDB
$1.64B
$361K 0.22%
+7,593
KMI icon
88
Kinder Morgan
KMI
$58.3B
$354K 0.22%
12,950
+110
EMB icon
89
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15.1B
$350K 0.22%
3,869
+352
COIN icon
90
Coinbase
COIN
$92.7B
$347K 0.22%
1,194
+10
ABBV icon
91
AbbVie
ABBV
$385B
$343K 0.21%
1,957
-2,031
CRM icon
92
Salesforce
CRM
$248B
$334K 0.21%
944
+67
RTX icon
93
RTX Corp
RTX
$239B
$323K 0.2%
2,585
+305
TSM icon
94
TSMC
TSM
$1.56T
$306K 0.19%
1,511
+135
NVS icon
95
Novartis
NVS
$238B
$303K 0.19%
2,948
+420
XLP icon
96
Consumers Staples Select Sector SPDR Fund
XLP
$14.9B
$294K 0.18%
3,720
+656
OKE icon
97
Oneok
OKE
$42.2B
$288K 0.18%
2,865
COST icon
98
Costco
COST
$404B
$283K 0.18%
294
VOO icon
99
Vanguard S&P 500 ETF
VOO
$777B
$282K 0.17%
+510
LRCX icon
100
Lam Research
LRCX
$198B
$270K 0.17%
3,598
-26,632
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