MAWA

Moss Adams Wealth Advisors Portfolio holdings

AUM $1.28B
1-Year Est. Return 15.92%
This Quarter Est. Return
1 Year Est. Return
+15.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$946M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$3.9M
3
+$2.28M
4
AAPL icon
Apple
AAPL
+$2.17M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$2.06M

Top Sells

1
+$3.84M
2
+$1.27M
3
+$1.02M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$416K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$306K

Sector Composition

1 Technology 7.12%
2 Communication Services 2.15%
3 Consumer Discretionary 1.9%
4 Healthcare 1.8%
5 Financials 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.16M 0.12%
11,468
52
$1.15M 0.12%
3,634
-109
53
$1.14M 0.12%
3,868
+52
54
$1.13M 0.12%
11,217
+3,691
55
$1.11M 0.12%
1,600
56
$1.08M 0.11%
3,476
-35
57
$1.05M 0.11%
6,287
-331
58
$1.05M 0.11%
23,854
+776
59
$1.04M 0.11%
1,172
+76
60
$1.03M 0.11%
6,888
-9
61
$1.01M 0.11%
8,938
+2,677
62
$967K 0.1%
1,357
+923
63
$961K 0.1%
2,161
+963
64
$949K 0.1%
3,272
+25
65
$924K 0.1%
4,020
-29
66
$921K 0.1%
4,077
+1,302
67
$881K 0.09%
2,631
+234
68
$871K 0.09%
6,015
-420
69
$871K 0.09%
12,400
+1,692
70
$864K 0.09%
4,525
71
$860K 0.09%
10,931
+1,524
72
$836K 0.09%
4,706
+203
73
$770K 0.08%
+3,203
74
$769K 0.08%
13,287
+46
75
$759K 0.08%
12,189
+691
1 2
3
4 5