CA
Clearstead Advisors Portfolio holdings
AUM
$6.86B
1-Year Est. Return
14.63%
1 Year Est. Return
+14.63%
AUM
$7.09B
AUM Growth
+$666M
(+10%)
Holding
2,906
Top Buys
| 1 | +$22.5M | |
| 2 | +$16.6M | |
| 3 | +$15.9M | |
| 4 |
Super Micro Computer
SMCI
|
+$14.7M |
| 5 |
Eli Lilly
LLY
|
+$11.9M |
Top Sells
| 1 | +$21.5M | |
| 2 | +$12.2M | |
| 3 | +$11.2M | |
| 4 |
Synopsys
SNPS
|
+$9.53M |
| 5 |
Janus Henderson AAA CLO ETF
JAAA
|
+$8.34M |
Sector Composition
| 1 | Technology | 11.88% |
| 2 | Financials | 7.38% |
| 3 | Industrials | 4.86% |
| 4 | Consumer Discretionary | 3.56% |
| 5 | Healthcare | 3.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2901
iShares MSCI USA Value Factor ETF
VLUE
$9.15B
| – | – |
-17
|
|
||
2902
Vishay Intertechnology
VSH
$2B
| – | – |
-78
|
|
||
2903
Walker & Dunlop
WD
$2.07B
| – | – |
-17
|
|
||
2904
Woodside Energy
WDS
$29.7B
| – | – |
-73
|
|