Portfolio (Quarterly)
Guide ↗
Mosley Wealth Management
· CIK 0002011849| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | EMMF | WISDOMTREE EMERGING MARKETS MULTIFACTOR FUND | — | 27 | $826.0 | — | SOLD |
| 42 | FVRR | FIVERR INTL LTD ORD SHS | Communication Services | 27 | $659.0 | — | SOLD |
| 43 | RLY | SPDR SSGA MULTI-ASSET REAL RETURN ETF | — | 19 | $587.0 | — | SOLD |
| 44 | AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | — | 5 | $498.0 | — | SOLD |
| 45 | MGA | MAGNA INTL INC COM | Consumer Cyclical | 10 | $474.0 | — | SOLD |
| 46 | CCI | CROWN CASTLE INC COM | Real Estate | 4 | $386.0 | — | SOLD |
| 47 | TRP | TC ENERGY CORP COM | Energy | 4 | $218.0 | — | SOLD |
| 48 | VTRS | VIATRIS INC COM | Healthcare | 15 | $145.0 | — | SOLD |
| 49 | OGN | ORGANON & CO COMMON STOCK | Healthcare | 12 | $130.0 | — | SOLD |
| 50 | LIVE | LIVE VENTURES INC COM NEW | Consumer Cyclical | 5 | $92.0 | — | SOLD |
| 51 | DNP | DNP SELECT INCOME FD INC COM | Financial Services | 1 | $10.0 | — | SOLD |
Sector Allocation
Technology
45.8%
Financial Services
16.0%
Industrials
7.4%
Communication Services
6.6%
Consumer Defensive
6.4%
Healthcare
6.3%
Consumer Cyclical
5.8%
Energy
3.6%
Utilities
1.6%
Basic Materials
0.3%