MAWA
Moss Adams Wealth Advisors Portfolio holdings
AUM
$1.37B
1-Year Est. Return
19.97%
This Fund
S&P 500
1 Year Est. Return
+19.97%
AUM
$1.38B
AUM Growth
+$96.8M
(+7.5%)
Holding
278
Top Buys
| 1 | +$59.3M | |
| 2 | +$56.9M | |
| 3 | +$30.6M | |
| 4 |
JPMorgan Core Plus Bond ETF
JCPB
|
+$8.03M |
| 5 |
State Street Utilities Select Sector SPDR ETF
XLU
|
+$5.83M |
Top Sells
| 1 | +$81.9M | |
| 2 | +$3.33M | |
| 3 | +$996K | |
| 4 |
VanEck Semiconductor ETF
SMH
|
+$612K |
| 5 |
T-Mobile US
TMUS
|
+$582K |
Sector Composition
| 1 | Technology | 7.05% |
| 2 | Communication Services | 2.38% |
| 3 | Consumer Discretionary | 1.8% |
| 4 | Financials | 1.76% |
| 5 | Healthcare | 1.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
iShares Core Conservative Allocation ETF
AOK
$749M
| – | – |
-6,230
|
|
||
277
Arthur J. Gallagher & Co
AJG
$56.4B
| – | – |
-648
|
|
||
278
Aecom
ACM
$10.4B
| – | – |
-1,691
|
|