Moss Adams Wealth Advisors LLC
CIK Number: 0001661245
949.63M
Market Value
205
# of Holdings
5 months
Avg. Holding Period
34.98%
Win Rate
38.26%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total ... | 258.75 | +0.21% | 782.46K | +1.75% | 226.76M | 247.43 | 23.97% |
| 2 | IJR | iShares Core S&... | 96.30 | +1.07% | 785.27K | +1.13% | 90.48M | 99.36 | 9.56% |
| 3 | JCPB | JPMorgan Core P... | 46.33 | -0.2% | 1.87M | +15.71% | 86.38M | 47.95 | 9.13% |
| 4 | VGIT | Vanguard Interm... | 59.29 | -0.12% | 1.16M | +1.96% | 67.43M | 59.61 | 7.13% |
| 5 | XLU | Utilities Selec... | 77.77 | +1.03% | 721.54K | +3.91% | 54.61M | 80.59 | 5.77% |
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