WSWA
Warren Street Wealth Advisors Portfolio holdings
AUM
$333M
1-Year Est. Return
19.23%
1 Year Est. Return
+19.23%
AUM
$333M
AUM Growth
+$31.9M
(+11%)
Holding
155
Top Buys
| 1 | +$40.3M | |
| 2 | +$1.59M | |
| 3 | +$1.39M | |
| 4 |
NVIDIA
NVDA
|
+$1.14M |
| 5 |
UnitedHealth
UNH
|
+$864K |
Top Sells
| 1 | +$37.9M | |
| 2 | +$3.45M | |
| 3 | +$921K | |
| 4 |
Tesla
TSLA
|
+$680K |
| 5 |
SPDR S&P Global Infrastructure ETF
GII
|
+$665K |
Sector Composition
| 1 | Technology | 9.12% |
| 2 | Communication Services | 3.29% |
| 3 | Consumer Discretionary | 2.33% |
| 4 | Energy | 1.85% |
| 5 | Healthcare | 1.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Philip Morris
PM
$240B
| – | – |
-1,122
|
|
||
152
Robinhood
HOOD
$130B
| – | – |
0
|
|
||
153
iShares MSCI Japan ETF
EWJ
$16.2B
| – | – |
-2,993
|
|
||
154
Vanguard Short-Term Bond ETF
BSV
$39B
| – | – |
-3,545
|
|
||
155
Adobe
ADBE
$149B
| – | – |
-579
|
|