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
$140M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Sector Composition

1 Technology 3.64%
2 Energy 3.26%
3 Consumer Discretionary 1.42%
4 Communication Services 1.25%
5 Financials 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-13,000
77
-2,908
78
-6,494