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
176
$225 ﹤0.01%
+3
177
$199 ﹤0.01%
+4
178
$175 ﹤0.01%
+2
179
$173 ﹤0.01%
+5
180
$145 ﹤0.01%
+2
181
$139 ﹤0.01%
+4