WSWA
Warren Street Wealth Advisors Portfolio holdings
AUM
$302M
This Quarter Return
+0.61%
1 Year Return
+16.14%
3 Year Return
+53.79%
5 Year Return
–
10 Year Return
–
AUM
$115M
AUM Growth
+$115M
(+7.4%)
Cap. Flow
-$279K
Cap. Flow
% of AUM
-0.24%
Top 10 Holdings %
Top 10 Hldgs %
71.61%
Holding
64
New
13
Increased
22
Reduced
21
Closed
7
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$26.4M |
| 2 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
$3.41M |
| 3 |
Vanguard Global ex-US Real Estate ETF
VNQI
|
$3.19M |
| 4 |
Cambria Emerging Shareholder Yield ETF
EYLD
|
$2.71M |
| 5 |
iShares California Muni Bond ETF
CMF
|
$2.28M |
Top Sells
Sector Composition
| 1 | Energy | 3.19% |
| 2 | Technology | 2.01% |
| 3 | Communication Services | 1.87% |
| 4 | Consumer Discretionary | 1.86% |
| 5 | Financials | 0.8% |
