4A
4Wealth Advisors Portfolio holdings
AUM
$117M
1-Year Est. Return
17.22%
This Fund
S&P 500
1 Year Est. Return
+17.22%
AUM
$117M
AUM Growth
+$1.57M
(+1.4%)
Holding
151
Top Buys
| 1 | +$3.32M | |
| 2 | +$1.49M | |
| 3 | +$1.17M | |
| 4 |
Monarch ProCap Index ETF
MPRO
|
+$495K |
| 5 |
NB
NioCorp Developments
NB
|
+$396K |
Top Sells
| 1 | +$678K | |
| 2 | +$506K | |
| 3 | +$471K | |
| 4 |
Intel
INTC
|
+$411K |
| 5 |
Target
TGT
|
+$373K |
Sector Composition
| 1 | Technology | 11.32% |
| 2 | Consumer Discretionary | 5.83% |
| 3 | Financials | 5.49% |
| 4 | Consumer Staples | 5.13% |
| 5 | Healthcare | 4.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
CAVA Group
CAVA
$10.6B
| – | – |
-6,094
|
|