WSWA
Warren Street Wealth Advisors Portfolio holdings
AUM
$302M
This Quarter Return
+4.62%
1 Year Return
+16.14%
3 Year Return
+53.79%
5 Year Return
–
10 Year Return
–
AUM
$107M
AUM Growth
–
Cap. Flow
+$107M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
69.28%
Holding
51
New
51
Increased
–
Reduced
–
Closed
–
Top Buys
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Upstart Holdings
UPST
$7.05B
| $94K | 0.09% |
+620
| New | +$94K |
|