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
$293M
AUM Growth
-$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.16M
3
+$1.11M
4
MSFT icon
Microsoft
MSFT
+$1.03M
5
NVDA icon
NVIDIA
NVDA
+$799K

Top Sells

1
+$2.57M
2
+$2.06M
3
+$1.85M
4
PSLV icon
Sprott Physical Silver Trust
PSLV
+$1.47M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$1.25M

Sector Composition

1 Technology 8.48%
2 Communication Services 3.34%
3 Healthcare 2.47%
4 Consumer Discretionary 1.89%
5 Energy 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$252K 0.09%
+2,602
77
$251K 0.09%
565
-45
78
$251K 0.09%
1,062
79
$249K 0.09%
+1,470
80
$247K 0.08%
2,263
81
$246K 0.08%
+2,310
82
$243K 0.08%
+891
83
$242K 0.08%
883
+41
84
$241K 0.08%
8,500
85
$240K 0.08%
12,657
86
$239K 0.08%
792
+24
87
$238K 0.08%
6,692
+348
88
$224K 0.08%
2,015
-280
89
$222K 0.08%
+3,501
90
$221K 0.08%
5,000
91
$219K 0.07%
+4,424
92
$215K 0.07%
12,682
+902
93
$212K 0.07%
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-35
94
$208K 0.07%
+526
95
$200K 0.07%
3,759
-147
96
$200K 0.07%
3,046
97
$198K 0.07%
1,230
98
$194K 0.07%
11,676
+2,541
99
$171K 0.06%
2,335
-924
100
$131K 0.04%
+7,740
2 3
4
5 6