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DWA
Delta Wealth Advisors Portfolio holdings
AUM
$131M
1-Year Est. Return
12.69%
This Fund
S&P 500
1 Year Est. Return
+12.69%
AUM
$102M
AUM Growth
+$5.24M
(+5.4%)
Holding
51
Top Buys
| 1 | +$4.77M | |
| 2 | +$2.6M | |
| 3 | +$2.17M | |
| 4 |
QVMT
Invesco S&P 500 Concentrated QVM ETF
QVMT
|
+$352K |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$344K |
Top Sells
| 1 | +$1.63M | |
| 2 | +$952K | |
| 3 | +$950K | |
| 4 |
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
|
+$874K |
| 5 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$787K |
Sector Composition
| 1 | Technology | 2.79% |
| 2 | Healthcare | 1.62% |
| 3 | Financials | 0.58% |
| 4 | Communication Services | 0.31% |
| 5 | Consumer Discretionary | 0.25% |