Portfolio (Quarterly)
Guide ↗
Mosley Wealth Management
· CIK 0002011849| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 781 | RVPH | REVIVA PHARMACEUTCLS HLDGS INC COM NEW | Healthcare | 1.0 | $1.0 | — | NEW | — | $1.00 | -49.0% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
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%