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
$107M
AUM Growth
+$5.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$1.16M
3
+$746K
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
+$676K

Top Sells

1
+$2.49M
2
+$1.47M
3
+$928K
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$838K
5
OEF icon
iShares S&P 100 ETF
OEF
+$831K

Sector Composition

1 Technology 6.9%
2 Healthcare 4.39%
3 Financials 3.49%
4 Energy 2.31%
5 Consumer Staples 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,055
102
– –
-6,906
1 2 3 4
5