4A
4Wealth Advisors Portfolio holdings
AUM
$108M
1-Year Est. Return
14.52%
1 Year Est. Return
+14.52%
AUM
$108M
AUM Growth
+$11.9M
(+12%)
Holding
141
Top Buys
| 1 | +$707K | |
| 2 | +$592K | |
| 3 | +$583K | |
| 4 |
Old Second Bancorp
OSBC
|
+$580K |
| 5 |
AXS Astoria Inflation Sensitive ETF
PPI
|
+$532K |
Top Sells
| 1 | +$439K | |
| 2 | +$324K | |
| 3 | +$316K | |
| 4 |
Super Micro Computer
SMCI
|
+$308K |
| 5 |
Ulta Beauty
ULTA
|
+$286K |
Sector Composition
| 1 | Technology | 14.67% |
| 2 | Consumer Discretionary | 7.5% |
| 3 | Financials | 5.99% |
| 4 | Communication Services | 4.55% |
| 5 | Healthcare | 4.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$5.85B
| $207K | 0.19% |
+7,070
|
|
||
127
Capital Group Growth ETF
CGGR
$18.4B
| $200K | 0.18% |
+4,555
|
|
||
128
SPDR Gold Trust
GLD
$141B
| $176K | 0.16% |
495
-102
|
|
||
|
BTX
129
BlackRock Technology and Private Equity Term Trust
BTX
$785M
| $73.8K | 0.07% |
11,021
|
|
||
|
FLNT
130
Fluent
FLNT
$56.1M
| $41.1K | 0.04% |
18,536
-250
|
|
||
|
BORR
131
Borr Drilling
BORR
$1.08B
| $33.9K | 0.03% |
12,610
+500
|
|
||
132
Rocky Mountain Chocolate Factory
RMCF
$12.5M
| $24.8K | 0.02% |
15,600
+1,385
|
|
||
|
RCT
133
RedCloud Holdings
RCT
$68.1M
| $22.5K | 0.02% |
+12,425
|
|
||
134
AutoNation
AN
$7.77B
| – | – |
-1,438
|
|
||
135
Casey's General Stores
CASY
$20.6B
| – | – |
-531
|
|
||
136
Hershey
HSY
$36.6B
| – | – |
-1,572
|
|
||
137
Coca-Cola
KO
$305B
| – | – |
-2,880
|
|
||
|
138
Super Micro Computer
SMCI
$20.1B
| – | – |
-6,282
|
|
||
139
Direxion Daily S&P 500 Bear 3x Shares
SPXS
$342M
| – | – |
-2,000
|
|
||
|
140
Ulta Beauty
ULTA
$24.4B
| – | – |
-611
|
|
||
141
Vital Farms
VITL
$1.37B
| – | – |
-7,042
|
|