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
76
$325K 0.28%
4,512
+290
77
$322K 0.27%
552
-27
78
$317K 0.27%
2,560
-353
79
$315K 0.27%
+3,674
80
$310K 0.26%
1,790
-33
81
$306K 0.26%
1,166
+27
82
$304K 0.26%
+7,398
83
$296K 0.25%
672
+56
84
$288K 0.25%
6,937
+730
85
$273K 0.23%
+570
86
$270K 0.23%
3,057
+144
87
$255K 0.22%
+12,840
88
$250K 0.21%
294
89
$238K 0.2%
2,238
+105
90
$234K 0.2%
+2,865
91
$225K 0.19%
+994
92
$214K 0.18%
+4,889
93
$211K 0.18%
4,347
-981
94
$211K 0.18%
+5,915
95
$205K 0.17%
798
+6
96
$204K 0.17%
+3,615
97
$203K 0.17%
11,296
+19
98
$201K 0.17%
+431
99
$111K 0.09%
+14,746
100
$109K 0.09%
10,924
+131
1 2 3
4
5