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
$946M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$3.9M
3
+$2.28M
4
AAPL icon
Apple
AAPL
+$2.17M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$2.06M

Top Sells

1
+$3.84M
2
+$1.27M
3
+$1.02M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$416K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$306K

Sector Composition

1 Technology 7.12%
2 Communication Services 2.15%
3 Consumer Discretionary 1.9%
4 Healthcare 1.8%
5 Financials 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$232K 0.02%
+2,724
177
$232K 0.02%
2,339
-174
178
$232K 0.02%
2,423
-43
179
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-546
180
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181
$227K 0.02%
6,096
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182
$226K 0.02%
2,095
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183
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1,682
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184
$223K 0.02%
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185
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186
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187
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188
$219K 0.02%
2,892
189
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190
$218K 0.02%
528
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191
$214K 0.02%
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193
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195
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196
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5,383
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197
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198
$203K 0.02%
3,428
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199
$202K 0.02%
3,816
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200
$201K 0.02%
+1,621
5 6 7
8
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