WA
Waterford Advisors Portfolio holdings
AUM
$271M
1-Year Est. Return
12.4%
1 Year Est. Return
+12.4%
AUM
$271M
AUM Growth
+$29.8M
(+12%)
Holding
55
Top Buys
| 1 | +$2.55M | |
| 2 | +$2.34M | |
| 3 | +$2.19M | |
| 4 |
RTX Corp
RTX
|
+$2.13M |
| 5 |
Progressive
PGR
|
+$1.88M |
Top Sells
| 1 | +$20.5B | |
| 2 | +$9.3B | |
| 3 | +$2.03B | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$1.44B |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$1.38B |
Sector Composition
| 1 | Financials | 2.84% |
| 2 | Technology | 1.71% |
| 3 | Industrials | 1.54% |
| 4 | Consumer Discretionary | 0.35% |
| 5 | Communication Services | 0.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Tesla
TSLA
$1.46T
| $229K | 0.08% |
+2,702
|
|
||
52
Amazon
AMZN
$2.38T
| $229K | 0.08% |
9,246
+8,181
|
|
||
53
Procter & Gamble
PG
$350B
| $202K | 0.07% |
6,284
+5,016
|
|
||
54
AbbVie
ABBV
$403B
| – | – |
-959
|
|
||
55
SPDR DoubleLine Total Return Tactical ETF
TOTL
$3.89B
| – | – |
-7,271
|
|