WSWA

Warren Street Wealth Advisors Portfolio holdings

AUM $333M
1-Year Est. Return 19.23%
This Quarter Est. Return
1 Year Est. Return
+19.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$13.8M
2 +$9.61M
3 +$7.75M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$7.23M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$7.15M

Top Sells

No sells this quarter

Sector Composition

1 Energy 2.15%
2 Communication Services 1.92%
3 Technology 1.76%
4 Consumer Discretionary 1.51%
5 Industrials 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$94K 0.09%
+620