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
126
$32.8K 0.01%
474
127
$30.5K 0.01%
442
128
$29.8K 0.01%
315
129
$29K 0.01%
400
130
$27.5K 0.01%
250
131
$22.8K 0.01%
455
132
$22.5K 0.01%
330
+325
133
$21.8K 0.01%
102
134
$20.9K 0.01%
+12,341
135
$18.6K 0.01%
+14,500
136
$17K 0.01%
240
137
$16.5K 0.01%
+900
138
$16.1K 0.01%
+12,000
139
$15.8K 0.01%
151
-47
140
$12.7K ﹤0.01%
61
-19
141
$12.3K ﹤0.01%
122
142
$11.9K ﹤0.01%
504
143
$11.2K ﹤0.01%
+600
144
$9.77K ﹤0.01%
+456
145
$8.62K ﹤0.01%
134
-12
146
$7.77K ﹤0.01%
54
147
$7.34K ﹤0.01%
319
+255
148
$5.01K ﹤0.01%
90
-40
149
$4.85K ﹤0.01%
+200
150
$4.82K ﹤0.01%
667
+334
3 4 5
6
7