TWA
Tulsa Wealth Advisors Portfolio holdings
AUM
$301M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$301M
AUM Growth
–
Holding
110
Top Buys
| 1 | +$24.1M | |
| 2 | +$22.9M | |
| 3 | +$22M | |
| 4 |
JPMorgan Chase
JPM
|
+$17.7M |
| 5 |
Walmart Inc
WMT
|
+$15.4M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 35.89% |
| 2 | Financials | 15% |
| 3 | Consumer Discretionary | 10.25% |
| 4 | Energy | 8.32% |
| 5 | Healthcare | 7.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
GE Aerospace
GE
$289B
| $247K | 0.08% |
+803
|
|
||
102
Quantum Computing Inc
QUBT
$1.47B
| $246K | 0.08% |
+24,012
|
|
||
103
Abbott
ABT
$178B
| $225K | 0.07% |
+1,793
|
|
||
104
Philip Morris
PM
$256B
| $217K | 0.07% |
+1,354
|
|
||
105
Calumet Specialty Products
CLMT
$3.1B
| $212K | 0.07% |
+10,692
|
|
||
106
Micron Technology
MU
$380B
| $202K | 0.07% |
+709
|
|
||
107
SoFi Technologies
SOFI
$19.6B
| $201K | 0.07% |
+7,680
|
|
||
108
KLX Energy Services
KLXE
$55.7M
| $117K | 0.04% |
+61,753
|
|
||
109
Archer Aviation
ACHR
$3.76B
| $99.7K | 0.03% |
+13,264
|
|
||
110
Galectin Therapeutics
GALT
$171M
| $97.3K | 0.03% |
+23,394
|
|