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
$244M
AUM Growth
+$2.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$925K
2
+$432K
3
+$405K
4
PLTR icon
Palantir
PLTR
+$365K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$354K

Top Sells

1
+$482K
2
+$441K
3
+$367K
4
COIN icon
Coinbase
COIN
+$293K
5
PEP icon
PepsiCo
PEP
+$273K

Sector Composition

1 Technology 8.09%
2 Communication Services 3.26%
3 Consumer Discretionary 2.74%
4 Energy 2.63%
5 Financials 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$576K 0.24%
21,246
+5,755
52
$569K 0.23%
6,470
-126
53
$541K 0.22%
3,044
+1,006
54
$526K 0.22%
18,978
-2,166
55
$522K 0.21%
21,135
-474
56
$498K 0.2%
544
+60
57
$489K 0.2%
5,408
+171
58
$459K 0.19%
9,303
+29
59
$453K 0.19%
1,165
+58
60
$450K 0.18%
13,469
+1,973
61
$432K 0.18%
+11,872
62
$420K 0.17%
831
-167
63
$387K 0.16%
3,544
-186
64
$385K 0.16%
11,283
+134
65
$380K 0.16%
1,297
+55
66
$376K 0.15%
4,075
-340
67
$370K 0.15%
2,876
68
$368K 0.15%
897
-7
69
$365K 0.15%
+4,832
70
$354K 0.15%
+1,222
71
$343K 0.14%
69
+1
72
$343K 0.14%
4,781
-79
73
$338K 0.14%
3,146
-513
74
$302K 0.12%
4,844
+50
75
$300K 0.12%
896
+34
1 2
3
4 5