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
$152M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Sells

1 +$707K
2 +$214K
3 +$54.7K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$36.5K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$29K

Sector Composition

1 Technology 4.33%
2 Energy 3.29%
3 Communication Services 1.9%
4 Consumer Discretionary 1.77%
5 Financials 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-719
77
-28,537
78
-4,085