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
76
$306K 0.3%
+1,794
77
$298K 0.29%
+6,906
78
$278K 0.27%
+601
79
$276K 0.27%
+648
80
$269K 0.27%
+3,023
81
$262K 0.26%
+1,055
82
$262K 0.26%
+6,501
83
$240K 0.24%
+4,100
84
$236K 0.23%
+5,536
85
$233K 0.23%
+1,614
86
$224K 0.22%
+1,172
87
$224K 0.22%
+2,216
88
$221K 0.22%
+1,703
89
$220K 0.22%
+1,490
90
$219K 0.22%
+834
91
$219K 0.22%
+2,427
92
$126K 0.12%
+14,180
1 2 3
4