MAWA
Moss Adams Wealth Advisors Portfolio holdings
AUM
$1.1B
1-Year Return
14.35%
This Quarter Return
+5.9%
1 Year Return
+14.35%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$200M
AUM Growth
–
Cap. Flow
+$200M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
61.15%
Holding
181
New
181
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$39.1M |
| 2 |
AXS Green Alpha ETF
NXTE
|
$24.2M |
| 3 |
iShares Russell 3000 ETF
IWV
|
$11.7M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$9.89M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$8.73M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 8.93% |
| 2 | Communication Services | 5.69% |
| 3 | Healthcare | 3.24% |
| 4 | Consumer Discretionary | 1.97% |
| 5 | Energy | 1.38% |
