WSWA
Warren Street Wealth Advisors Portfolio holdings
AUM
$302M
This Quarter Return
-0.54%
1 Year Return
+16.14%
3 Year Return
+53.79%
5 Year Return
–
10 Year Return
–
AUM
$255M
AUM Growth
+$11.7M
(+4.8%)
Cap. Flow
+$15.4M
Cap. Flow
% of AUM
6.05%
Top 10 Holdings %
Top 10 Hldgs %
63.67%
Holding
116
New
15
Increased
63
Reduced
26
Closed
5
Top Buys
Top Sells
| 1 |
Chevron
CVX
|
$653K |
| 2 |
Emcor
EME
|
$236K |
| 3 |
TSMC
TSM
|
$226K |
| 4 |
Merck
MRK
|
$222K |
| 5 |
Caterpillar
CAT
|
$215K |
Sector Composition
| 1 | Technology | 7.07% |
| 2 | Communication Services | 2.82% |
| 3 | Energy | 2.66% |
| 4 | Consumer Discretionary | 2.22% |
| 5 | Financials | 1.67% |
