WSWA
Warren Street Wealth Advisors Portfolio holdings
AUM
$302M
This Quarter Return
-6.8%
1 Year Return
+16.14%
3 Year Return
+53.79%
5 Year Return
–
10 Year Return
–
AUM
$99.1M
AUM Growth
+$99.1M
(-4.3%)
Cap. Flow
+$4.6M
Cap. Flow
% of AUM
4.64%
Top 10 Holdings %
Top 10 Hldgs %
72.26%
Holding
57
New
1
Increased
30
Reduced
18
Closed
5
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$1.28M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$848K |
| 3 |
Chevron
CVX
|
$786K |
| 4 |
Tesla
TSLA
|
$667K |
| 5 |
Apple
AAPL
|
$407K |
Top Sells
| 1 |
NVIDIA
NVDA
|
$227K |
| 2 |
iShares Gold Trust
IAU
|
$217K |
| 3 |
Johnson & Johnson
JNJ
|
$204K |
| 4 |
SPDR Gold Trust
GLD
|
$202K |
| 5 |
Visa
V
|
$201K |
Sector Composition
| 1 | Energy | 3.86% |
| 2 | Technology | 3.1% |
| 3 | Consumer Discretionary | 2.11% |
| 4 | Communication Services | 1.26% |
| 5 | Consumer Staples | 0.29% |
