NWWA
New Wave Wealth Advisors Portfolio holdings
AUM
$235M
This Quarter Return
+4.91%
1 Year Return
+21.82%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$186M
AUM Growth
–
Cap. Flow
+$186M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
44.38%
Holding
135
New
135
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Walmart
WMT
|
$20.8M |
| 2 |
FT Vest US Equity Moderate Buffer ETF April
GAPR
|
$13.5M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$10.7M |
| 4 |
Invesco QQQ Trust
QQQ
|
$9.19M |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
$5.57M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 15.48% |
| 2 | Technology | 8.91% |
| 3 | Consumer Discretionary | 3.79% |
| 4 | Communication Services | 3.68% |
| 5 | Financials | 2.75% |
