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NWWA

New Wave Wealth Advisors Portfolio holdings

AUM $286M
1-Year Est. Return 31.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$256M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$5.23M
3
+$2.94M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.37M
5
HOOD icon
Robinhood
HOOD
+$1.2M

Top Sells

1
+$14.6M
2
+$5.66M
3
+$4.06M
4
HYGH icon
iShares Interest Rate Hedged High Yield Bond ETF
HYGH
+$2.67M
5
WMT icon
Walmart Inc
WMT
+$2.19M

Sector Composition

1 Consumer Staples 13.96%
2 Technology 9.71%
3 Financials 4.3%
4 Communication Services 4.1%
5 Consumer Discretionary 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$400K 0.16%
+964
102
$381K 0.15%
+1,621
103
$377K 0.15%
1,266
-19,611
104
$367K 0.14%
+9,350
105
$364K 0.14%
3,917
+553
106
$363K 0.14%
12,687
107
$363K 0.14%
1,062
-79
108
$360K 0.14%
2,222
+65
109
$358K 0.14%
7,537
+93
110
$358K 0.14%
5,338
+978
111
$344K 0.13%
7,037
+1,422
112
$340K 0.13%
7,592
+254
113
$331K 0.13%
7,425
+258
114
$326K 0.13%
3,303
+872
115
$325K 0.13%
3,383
+448
116
$319K 0.12%
5,780
-592
117
$314K 0.12%
+19,469
118
$313K 0.12%
1,318
+189
119
$313K 0.12%
11,474
120
$310K 0.12%
5,112
+592
121
$304K 0.12%
6,436
+1,130
122
$302K 0.12%
+3,621
123
$302K 0.12%
+398
124
$301K 0.12%
2,106
-32
125
$299K 0.12%
14,282
-2,977
3 4
5
6 7