WSA
Warm Springs Advisors Portfolio holdings
AUM
$118M
1-Year Est. Return
29.78%
This Fund
S&P 500
1 Year Est. Return
+29.78%
AUM
$118M
AUM Growth
-$11.5M
(-8.9%)
Holding
52
Top Buys
| 1 | +$3.78M | |
| 2 | +$1.7M | |
| 3 | +$514K | |
| 4 |
Grab
GRAB
|
+$212K |
| 5 |
Iron Mountain
IRM
|
+$211K |
Top Sells
| 1 | +$1.78M | |
| 2 | +$554K | |
| 3 | +$424K | |
| 4 |
Adobe
ADBE
|
+$358K |
| 5 |
NVIDIA
NVDA
|
+$330K |
Sector Composition
| 1 | Technology | 54.5% |
| 2 | Communication Services | 12.29% |
| 3 | Financials | 9.34% |
| 4 | Healthcare | 6.19% |
| 5 | Consumer Discretionary | 5.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
Adobe
ADBE
$102B
| – | – |
-1,022
|
|
||
52
Accenture
ACN
$111B
| – | – |
-2,066
|
|