WSWA
Warren Street Wealth Advisors Portfolio holdings
AUM
$333M
1-Year Est. Return
19.23%
1 Year Est. Return
+19.23%
AUM
$302M
AUM Growth
+$46.2M
(+18%)
Holding
139
Top Buys
| 1 | +$5.94M | |
| 2 | +$1.44M | |
| 3 | +$1.31M | |
| 4 |
Amgen
AMGN
|
+$1.3M |
| 5 |
WisdomTree Enhanced Commodity Strategy Fund
GCC
|
+$884K |
Top Sells
| 1 | +$737K | |
| 2 | +$315K | |
| 3 | +$287K | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$248K |
| 5 |
SPDR Gold Trust
GLD
|
+$222K |
Sector Composition
| 1 | Technology | 8.31% |
| 2 | Communication Services | 2.97% |
| 3 | Consumer Discretionary | 2.25% |
| 4 | Energy | 1.95% |
| 5 | Financials | 1.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Mueller Industries
MLI
$11.5B
| $210K | 0.07% |
2,638
-10
|
|
||
127
Goldman Sachs
GS
$244B
| $207K | 0.07% |
+293
|
|
||
128
Cadence Design Systems
CDNS
$96B
| $206K | 0.07% |
+669
|
|
||
129
Philip Morris
PM
$239B
| $204K | 0.07% |
+1,122
|
|
||
130
GE Vernova
GEV
$158B
| $203K | 0.07% |
+384
|
|
||
131
Gilead Sciences
GILD
$149B
| $203K | 0.07% |
+1,831
|
|
||
132
CrowdStrike
CRWD
$133B
| $201K | 0.07% |
+394
|
|
||
133
Turkcell
TKC
$5.25B
| $105K | 0.03% |
17,381
+1,116
|
|
||
134
Lloyds Banking Group
LYG
$69.1B
| $70K | 0.02% |
16,464
+388
|
|
||
135
Hafnia
HAFN
$3.08B
| $63.5K | 0.02% |
+12,733
|
|
||
136
Cardlytics
CDLX
$110M
| $21.3K | 0.01% |
12,947
|
|
||
137
UnitedHealth
UNH
$330B
| – | – |
-602
|
|
||
138
PepsiCo
PEP
$208B
| – | – |
-1,456
|
|
||
|
139
SPDR Gold Trust
GLD
$128B
| – | – |
-771
|
|