WSA
Warm Springs Advisors Portfolio holdings
AUM
$117M
1 Year Est. Return
–
AUM
$99.5M
AUM Growth
-$8.34M
(-7.7%)
Holding
54
Top Buys
| 1 | +$2.56M | |
| 2 | +$2.44M | |
| 3 | +$1.7M | |
| 4 |
Uber
UBER
|
+$1.46M |
| 5 |
CrowdStrike
CRWD
|
+$736K |
Top Sells
| 1 | +$1.69M | |
| 2 | +$1.66M | |
| 3 | +$1.47M | |
| 4 |
Super Micro Computer
SMCI
|
+$1.06M |
| 5 |
NVIDIA
NVDA
|
+$592K |
Sector Composition
| 1 | Technology | 48.41% |
| 2 | Financials | 11.22% |
| 3 | Healthcare | 10.51% |
| 4 | Consumer Discretionary | 8.45% |
| 5 | Communication Services | 7.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Energy Transfer Partners
ET
$56.5B
| – | – |
-75,000
|
|
||
52
MongoDB
MDB
$29.4B
| – | – |
-7,263
|
|
||
|
53
Super Micro Computer
SMCI
$23.6B
| – | – |
-34,884
|
|
||
54
Zoetis
ZTS
$53B
| – | – |
-1,909
|
|