WSA

Warm Springs Advisors Portfolio holdings

AUM $129M
1-Year Est. Return 32.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
-$2.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$2.69M
2 +$2.34M
3 +$1.36M
4
GRAB icon
Grab
GRAB
+$998K
5
ETHA
iShares Ethereum Trust ETF
ETHA
+$987K

Top Sells

1 +$2.87M
2 +$1.87M
3 +$1.31M
4
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
+$1.18M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.07M

Sector Composition

1 Technology 55.5%
2 Communication Services 11.03%
3 Financials 10.54%
4 Healthcare 6%
5 Consumer Discretionary 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ETH
51
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.53B
-30,000