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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
126
$296K 0.12%
3,021
-14,376
127
$295K 0.12%
+525
128
$293K 0.11%
+4,799
129
$287K 0.11%
1,405
+74
130
$273K 0.11%
4,099
+491
131
$272K 0.11%
1,353
+173
132
$269K 0.1%
50,000
133
$267K 0.1%
2,969
134
$266K 0.1%
809
-28
135
$263K 0.1%
1,769
-37
136
$259K 0.1%
917
+154
137
$256K 0.1%
+367
138
$256K 0.1%
+3,595
139
$254K 0.1%
3,709
-503
140
$252K 0.1%
5,502
+460
141
$249K 0.1%
891
+86
142
$248K 0.1%
+1,050
143
$248K 0.1%
1,663
+5
144
$248K 0.1%
7,555
-2,870
145
$246K 0.1%
+1,407
146
$244K 0.1%
2,358
+182
147
$241K 0.09%
2,681
+481
148
$239K 0.09%
+702
149
$239K 0.09%
2,506
-50
150
$238K 0.09%
1,953
+316
4 5
6
7 8