MAWA

Moss Adams Wealth Advisors Portfolio holdings

AUM $1.38B
1-Year Est. Return 17.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$306M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.38M
3
+$2.04M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.31M
5
DCGO icon
DocGo
DCGO
+$816K

Top Sells

1
+$3.51M
2
+$928K
3
+$710K
4
IOO icon
iShares Global 100 ETF
IOO
+$645K
5
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$639K

Sector Composition

1 Technology 7.84%
2 Communication Services 3.75%
3 Healthcare 2.22%
4 Consumer Discretionary 1.64%
5 Energy 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
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