MAWA
Moss Adams Wealth Advisors Portfolio holdings
AUM
$1.28B
1-Year Est. Return
15.92%
1 Year Est. Return
+15.92%
AUM
$1.28B
AUM Growth
+$181M
(+16%)
Holding
280
Top Buys
| 1 | +$59.6M | |
| 2 | +$17.3M | |
| 3 | +$10.9M | |
| 4 |
Real Estate Select Sector SPDR Fund
XLRE
|
+$6.74M |
| 5 |
Utilities Select Sector SPDR Fund
XLU
|
+$5.46M |
Top Sells
| 1 | +$5.07M | |
| 2 | +$3.09M | |
| 3 | +$2.05M | |
| 4 |
Roblox
RBLX
|
+$1.44M |
| 5 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$1.14M |
Sector Composition
| 1 | Technology | 7.53% |
| 2 | Communication Services | 2.34% |
| 3 | Consumer Discretionary | 1.84% |
| 4 | Financials | 1.75% |
| 5 | Healthcare | 1.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Eli Lilly
LLY
$954B
| $1.88M | 0.15% |
2,459
-490
|
|
||
52
Intuit
INTU
$175B
| $1.85M | 0.14% |
2,709
+14
|
|
||
53
Kratos Defense & Security Solutions
KTOS
$12.5B
| $1.84M | 0.14% |
20,151
+29
|
|
||
54
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.7B
| $1.68M | 0.13% |
19,031
+8,847
|
|
||
55
UnitedHealth
UNH
$296B
| $1.57M | 0.12% |
4,556
+1,515
|
|
||
56
ASML
ASML
$417B
| $1.55M | 0.12% |
1,601
|
|
||
57
AbbVie
ABBV
$399B
| $1.45M | 0.11% |
6,260
-350
|
|
||
58
Palantir
PLTR
$397B
| $1.45M | 0.11% |
7,923
+361
|
|
||
59
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.01B
| $1.43M | 0.11% |
22,170
+5,717
|
|
||
60
Abbott
ABT
$224B
| $1.39M | 0.11% |
10,402
-318
|
|
||
61
iShares S&P 500 Growth ETF
IVW
$66.3B
| $1.38M | 0.11% |
11,468
|
|
||
62
Autodesk
ADSK
$64.2B
| $1.34M | 0.1% |
4,226
+26
|
|
||
63
Chevron
CVX
$307B
| $1.26M | 0.1% |
8,107
+1,348
|
|
||
64
Intercontinental Exchange
ICE
$89.3B
| $1.25M | 0.1% |
7,445
+38
|
|
||
65
Merck
MRK
$257B
| $1.18M | 0.09% |
13,974
+816
|
|
||
66
Citigroup
C
$184B
| $1.18M | 0.09% |
11,627
+163
|
|
||
67
Cisco
CSCO
$302B
| $1.17M | 0.09% |
17,133
-866
|
|
||
68
TopBuild
BLD
$12.7B
| $1.16M | 0.09% |
2,958
-291
|
|
||
69
McDonald's
MCD
$218B
| $1.13M | 0.09% |
3,727
+10
|
|
||
70
T-Mobile US
TMUS
$231B
| $1.12M | 0.09% |
4,675
+72
|
|
||
71
Vanguard Mid-Cap ETF
VO
$88.9B
| $1.12M | 0.09% |
3,789
+161
|
|
||
72
Bank of America
BAC
$390B
| $1.09M | 0.08% |
21,039
-1,204
|
|
||
73
Procter & Gamble
PG
$346B
| $1.08M | 0.08% |
7,009
-675
|
|
||
74
Coca-Cola
KO
$311B
| $1.06M | 0.08% |
15,930
-363
|
|
||
75
Uber
UBER
$179B
| $1.06M | 0.08% |
10,817
+160
|
|