MWM
Mosley Wealth Management Portfolio holdings
AUM
$161M
This Quarter Return
+8.78%
1 Year Return
+18.15%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$101M
AUM Growth
–
Cap. Flow
+$101M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
51.66%
Holding
92
New
92
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$13M |
| 2 |
SPDR Portfolio TIPS ETF
SPIP
|
$8.95M |
| 3 |
iShares Core Total USD Bond Market ETF
IUSB
|
$6.99M |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
$5.09M |
| 5 |
SPDR SSGA 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% |
