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 | |
|---|---|---|---|---|---|---|
51
Visa
V
$657B
| $2.02M | 0.18% |
5,683
+1,048
|
|
||
52
Morgan Stanley
MS
$263B
| $1.85M | 0.17% |
13,157
+518
|
|
||
53
Johnson & Johnson
JNJ
$448B
| $1.83M | 0.17% |
12,008
+885
|
|
||
54
iShares Core S&P 500 ETF
IVV
$673B
| $1.73M | 0.16% |
2,781
-365
|
|
||
55
SPDR Gold Trust
GLD
$127B
| $1.71M | 0.16% |
5,600
+128
|
|
||
56
Abbott
ABT
$217B
| $1.46M | 0.13% |
10,720
+1,604
|
|
||
57
Roblox
RBLX
$71.8B
| $1.44M | 0.13% |
13,661
+47
|
|
||
58
Intercontinental Exchange
ICE
$83.4B
| $1.36M | 0.12% |
7,407
+209
|
|
||
59
Autodesk
ADSK
$64.1B
| $1.3M | 0.12% |
4,200
+335
|
|
||
60
ASML
ASML
$405B
| $1.28M | 0.12% |
1,601
|
|
||
61
iShares S&P 500 Growth ETF
IVW
$67.6B
| $1.26M | 0.11% |
11,468
|
|
||
62
Cisco
CSCO
$284B
| $1.25M | 0.11% |
17,999
+2,671
|
|
||
63
iShares California Muni Bond ETF
CMF
$3.4B
| $1.24M | 0.11% |
22,250
|
|
||
64
AbbVie
ABBV
$383B
| $1.23M | 0.11% |
6,610
+373
|
|
||
65
Procter & Gamble
PG
$341B
| $1.22M | 0.11% |
7,684
+324
|
|
||
66
Coca-Cola
KO
$295B
| $1.16M | 0.11% |
16,293
+2,141
|
|
||
67
T-Mobile US
TMUS
$229B
| $1.1M | 0.1% |
4,603
+227
|
|
||
68
McDonald's
MCD
$218B
| $1.09M | 0.1% |
3,717
+299
|
|
||
69
Honeywell
HON
$125B
| $1.07M | 0.1% |
4,599
+644
|
|
||
70
Bank of America
BAC
$383B
| $1.05M | 0.1% |
22,243
-3,202
|
|
||
71
Merck
MRK
$211B
| $1.05M | 0.1% |
13,158
+152
|
|
||
72
TopBuild
BLD
$11.4B
| $1.05M | 0.1% |
3,249
-7
|
|
||
73
BridgeBio Pharma
BBIO
$12.1B
| $1.04M | 0.09% |
24,172
+7,970
|
|
||
74
Palantir
PLTR
$448B
| $1.03M | 0.09% |
7,562
+1,071
|
|
||
75
Vanguard Mid-Cap ETF
VO
$87.3B
| $1.02M | 0.09% |
+3,628
|
|