NWWA
New Wave Wealth Advisors Portfolio holdings
AUM
$256M
1-Year Est. Return
23.87%
1 Year Est. Return
+23.87%
AUM
$256M
AUM Growth
+$21M
(+8.9%)
Holding
186
Top Buys
| 1 | +$14.9M | |
| 2 | +$5.36M | |
| 3 | +$3.08M | |
| 4 |
Robinhood
HOOD
|
+$1.58M |
| 5 |
Vanguard Information Technology ETF
VGT
|
+$1.46M |
Top Sells
| 1 | +$14.6M | |
| 2 | +$5.85M | |
| 3 | +$4.23M | |
| 4 |
iShares Interest Rate Hedged High Yield Bond ETF
HYGH
|
+$2.69M |
| 5 |
Walmart
WMT
|
+$2.27M |
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 | |
|---|---|---|---|---|---|---|
176
Anywhere Real Estate
HOUS
$1.62B
| – | – |
0
|
|
||
177
Intuitive Surgical
ISRG
$202B
| – | – |
-370
|
|
||
178
Coca-Cola
KO
$311B
| – | – |
-3,523
|
|
||
|
LAC
179
Lithium Americas
LAC
$1.63B
| – | – |
0
|
|
||
180
Mercado Libre
MELI
$105B
| – | – |
-80
|
|
||
181
Opendoor
OPEN
$6.86B
| – | – |
0
|
|
||
182
Palo Alto Networks
PANW
$131B
| – | – |
-985
|
|
||
183
Plug Power
PLUG
$2.73B
| – | – |
0
|
|
||
184
Peloton Interactive
PTON
$2.8B
| – | – |
0
|
|
||
185
Invesco S&P 500 Equal Weight ETF
RSP
$74.5B
| – | – |
-7,474
|
|
||
186
SoundHound AI
SOUN
$4.92B
| – | – |
0
|
|