MAWA
Moss Adams Wealth Advisors Portfolio holdings
AUM
$1.28B
1-Year Est. Return
15.92%
1 Year Est. Return
+15.92%
AUM
$1.1B
AUM Growth
+$152M
(+16%)
Holding
262
Top Buys
| 1 | +$13.5M | |
| 2 | +$11.9M | |
| 3 | +$5.07M | |
| 4 |
iShares Russell 3000 ETF
IWV
|
+$3.79M |
| 5 |
Apple
AAPL
|
+$3.66M |
Top Sells
| 1 | +$8.01M | |
| 2 | +$4.94M | |
| 3 | +$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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Prairie Operating Co
PROP
$92M
| $50.9K | ﹤0.01% |
+17,000
|
|
||
|
SCPH
252
DELISTED
scPharmaceuticals
SCPH
| $38.2K | ﹤0.01% |
+10,016
|
|
||
253
Origin Materials
ORGN
$78.8M
| $24.2K | ﹤0.01% |
50,000
|
|
||
254
NanoViricides
NNVC
$34.3M
| $21K | ﹤0.01% |
15,000
|
|
||
|
TRIB
255
Trinity Biotech
TRIB
$18.5M
| $16.7K | ﹤0.01% |
25,666
|
|
||
256
Phillips 66
PSX
$54.8B
| – | – |
-2,365
|
|
||
257
Illinois Tool Works
ITW
$71.1B
| – | – |
-849
|
|
||
258
iShares Gold Trust
IAU
$60.6B
| – | – |
-5,677
|
|
||
259
Brown & Brown
BRO
$26.6B
| – | – |
-1,753
|
|
||
|
APCX
260
DELISTED
AppTech Payments
APCX
| – | – |
-85,000
|
|
||
261
Airbnb
ABNB
$75B
| – | – |
-1,693
|
|
||
262
Prologis
PLD
$115B
| – | – |
-2,100
|
|