MWM
Mosley Wealth Management Portfolio holdings
AUM
$219M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$219M
AUM Growth
–
Holding
154
Top Buys
| 1 | +$13.5M | |
| 2 | +$12.2M | |
| 3 | +$11.6M | |
| 4 |
iShares Core Universal USD Bond ETF
IUSB
|
+$9.73M |
| 5 |
Apple
AAPL
|
+$8.54M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 13.13% |
| 2 | Financials | 6.05% |
| 3 | Communication Services | 2.82% |
| 4 | Industrials | 2.02% |
| 5 | Energy | 1.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
iShares Morningstar Mid-Cap ETF
IMCB
$1.43B
| $219K | 0.1% |
+2,621
|
|
||
152
Advanced Micro Devices
AMD
$330B
| $211K | 0.1% |
+896
|
|
||
153
Oneok
OKE
$57.3B
| $207K | 0.09% |
+2,865
|
|
||
154
Regents Park Hedged Market Strategy ETF
RPHS
$49.4M
| $114K | 0.05% |
+10,203
|
|