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
$200M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$24.2M
3
+$11.7M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.89M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$8.73M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.93%
2 Communication Services 5.69%
3 Healthcare 3.24%
4 Consumer Discretionary 1.97%
5 Energy 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$38.6K 0.02%
+1,385
127
$37.1K 0.02%
+1,440
128
$36.9K 0.02%
+540
129
$35.9K 0.02%
+733
130
$34.3K 0.02%
+470
131
$33.2K 0.02%
+808
132
$32.7K 0.02%
+1,381
133
$29K 0.01%
+442
134
$27K 0.01%
+250
135
$26.7K 0.01%
+315
136
$25.6K 0.01%
+380
137
$23.7K 0.01%
+10,000
138
$22K 0.01%
+455
139
$20.9K 0.01%
+198
140
$20.4K 0.01%
+100
141
$14.9K 0.01%
+327
142
$11.8K 0.01%
+122
143
$10.7K 0.01%
+275
144
$9K ﹤0.01%
+146
145
$7.84K ﹤0.01%
+91
146
$7.17K ﹤0.01%
+54
147
$7.17K ﹤0.01%
+175
148
$6.2K ﹤0.01%
+246
149
$5.13K ﹤0.01%
+90
150
$5.1K ﹤0.01%
+339
4 5
6
7 8