WAL

W Advisors LLC Portfolio holdings

AUM $190M
1-Year Est. Return 16.59%
This Quarter Est. Return
1 Year Est. Return
+16.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$9.44M
2 +$8.58M
3 +$7.24M
4
AAPL icon
Apple
AAPL
+$6.71M
5
MRK icon
Merck
MRK
+$6.52M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.31%
2 Healthcare 7.89%
3 Consumer Staples 4.29%
4 Financials 3.3%
5 Energy 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$205K 0.15%
+1,178
102
$202K 0.15%
+4,516
103
$202K 0.15%
+800
104
$183K 0.14%
+13,339