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
151
$4.92K ﹤0.01%
+225
152
$4.85K ﹤0.01%
+200
153
$4.45K ﹤0.01%
+130
154
$4.35K ﹤0.01%
+56
155
$3.4K ﹤0.01%
+28
156
$3.33K ﹤0.01%
+24
157
$3.28K ﹤0.01%
+170
158
$3.19K ﹤0.01%
+31
159
$3.07K ﹤0.01%
+20
160
$2.89K ﹤0.01%
+1,000
161
$2.88K ﹤0.01%
+89
162
$2.73K ﹤0.01%
+43
163
$2.53K ﹤0.01%
+109
164
$2.34K ﹤0.01%
+76
165
$1.38K ﹤0.01%
+10
166
$1.37K ﹤0.01%
+19
167
$1.37K ﹤0.01%
+12
168
$1.28K ﹤0.01%
+14
169
$1.17K ﹤0.01%
+8
170
$1.12K ﹤0.01%
+11
171
$1.02K ﹤0.01%
+40
172
$892 ﹤0.01%
+44
173
$641 ﹤0.01%
+7
174
$478 ﹤0.01%
+21
175
$256 ﹤0.01%
+5
4 5 6
7
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