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
101
$43K 0.02%
15,808
-6,657
102
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-4,500
103
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-1,279
104
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-1,607
105
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-1,765
106
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-759
107
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-368
108
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-1,336
109
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-13,469
110
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-1,646
111
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-503
112
– –
-1,095
113
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-767
1 2 3 4
5