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
101
$483K 0.05%
4,177
+229
102
$483K 0.05%
4,321
+84
103
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678
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104
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9,237
105
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901
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106
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1,118
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107
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3,574
108
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109
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110
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1,258
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111
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112
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113
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1,208
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114
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115
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2,659
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116
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117
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118
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119
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120
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121
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122
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123
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124
$394K 0.04%
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125
$389K 0.04%
3,218
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3 4
5
6 7