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
$201M
AUM Growth
-$1.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Sells

1 +$9.91M
2 +$566K
3 +$548K
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$493K
5
HD icon
Home Depot
HD
+$378K

Sector Composition

1 Technology 8.09%
2 Energy 3.49%
3 Communication Services 2.96%
4 Consumer Discretionary 1.92%
5 Financials 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-811
102
-224,996
103
-8,918
104
-1,545