MWM

Mosley Wealth Management Portfolio holdings

AUM $221M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$221M
AUM Growth
+$2.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1 +$198K
2 +$187K
3 +$176K
4
HIGH icon
Simplify Enhanced Income ETF
HIGH
+$176K
5
BA icon
Boeing
BA
+$169K

Top Sells

1 +$288K
2 +$270K
3 +$223K
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$204K
5
AMZN icon
Amazon
AMZN
+$192K

Sector Composition

1 Technology 12.49%
2 Financials 6.15%
3 Communication Services 2.79%
4 Industrials 2.28%
5 Energy 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BKNG icon
201
Booking.com
BKNG
$129B
$54K 0.02%
+250
SHY icon
202
iShares 1-3 Year Treasury Bond ETF
SHY
$25B
$53.6K 0.02%
+647
COM icon
203
Direxion Auspice Broad Commodity Strategy ETF
COM
$270M
$51.5K 0.02%
+1,794
VCLT icon
204
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.44B
$51.2K 0.02%
+660
SBUX icon
205
Starbucks
SBUX
$120B
$50.5K 0.02%
+597
VGLT icon
206
Vanguard Long-Term Treasury ETF
VGLT
$9.92B
$49.1K 0.02%
+863
FDN icon
207
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.34B
$49K 0.02%
+175
LUV icon
208
Southwest Airlines
LUV
$20.2B
$46.9K 0.02%
+1,470
TPL icon
209
Texas Pacific Land
TPL
$27.2B
$46.7K 0.02%
+50
BILZ icon
210
PIMCO Ultra Short Government Active ETF
BILZ
$873M
$44.6K 0.02%
+441
PPG icon
211
PPG Industries
PPG
$24.4B
$42.6K 0.02%
+406
CI icon
212
Cigna
CI
$76.2B
$41.1K 0.02%
+143
HYDB icon
213
iShares High Yield Systematic Bond ETF
HYDB
$1.53B
$40.9K 0.02%
+856
RL icon
214
Ralph Lauren
RL
$21.7B
$39.2K 0.02%
+125
SPGI icon
215
S&P Global
SPGI
$124B
$37K 0.02%
+76
BAC icon
216
Bank of America
BAC
$364B
$36.7K 0.02%
+711
MSI icon
217
Motorola Solutions
MSI
$63.8B
$36.6K 0.02%
+80
TMO icon
218
Thermo Fisher Scientific
TMO
$173B
$35.4K 0.02%
+73
PM icon
219
Philip Morris
PM
$266B
$34.5K 0.02%
+213
CSCO icon
220
Cisco
CSCO
$381B
$33K 0.01%
+482
BITB icon
221
Bitwise Bitcoin ETF
BITB
$3.08B
$32.4K 0.01%
+521
MDLZ icon
222
Mondelez International
MDLZ
$79B
$32K 0.01%
+513
FNDE icon
223
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.69B
$31.4K 0.01%
+868
MFC icon
224
Manulife Financial
MFC
$66.8B
$31.1K 0.01%
+1,000
HON icon
225
Honeywell
HON
$135B
$30.9K 0.01%
+147