MAWA
Moss Adams Wealth Advisors Portfolio holdings
AUM
$1.1B
This Quarter Return
+10.42%
1 Year Return
+14.35%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.1B
AUM Growth
+$1.1B
(+16%)
Cap. Flow
+$64.5M
Cap. Flow
% of AUM
5.85%
Top 10 Holdings %
Top 10 Hldgs %
70.25%
Holding
262
New
45
Increased
139
Reduced
54
Closed
7
Top Buys
1 |
Vanguard Total Stock Market ETF
VTI
|
$13.5M |
2 |
Vanguard S&P Small-Cap 600 ETF
VIOO
|
$11.9M |
3 |
iShares Silver Trust
SLV
|
$5.07M |
4 |
iShares Russell 3000 ETF
IWV
|
$3.79M |
5 |
Apple
AAPL
|
$3.66M |
Top Sells
1 |
iShares Core S&P Small-Cap ETF
IJR
|
$8.01M |
2 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
$4.94M |
3 |
iShares National Muni Bond ETF
MUB
|
$893K |
4 |
SPDR Dow Jones Global Real Estate ETF
RWO
|
$678K |
5 |
iShares Russell 1000 Growth ETF
IWF
|
$464K |
Sector Composition
1 | Technology | 7.89% |
2 | Communication Services | 2.41% |
3 | Financials | 2.04% |
4 | Consumer Discretionary | 1.93% |
5 | Healthcare | 1.89% |