WA

Wambolt & Associates Portfolio holdings

AUM $297M
1-Year Est. Return 17.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$334M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$3.84M
2
+$3.3M
3
+$2.93M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.87M
5
PANW icon
Palo Alto Networks
PANW
+$1.36M

Top Sells

1
+$260M
2
+$10.8M
3
+$1.6M
4
HACK icon
Amplify Cybersecurity ETF
HACK
+$1.21M
5
JPM icon
JPMorgan Chase
JPM
+$844K

Sector Composition

1 Technology 19.52%
2 Financials 17.93%
3 Consumer Staples 8.97%
4 Industrials 8.35%
5 Healthcare 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
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