WCA
Waypoint Capital Advisors Portfolio holdings
AUM
$470M
1-Year Est. Return
32.8%
This Fund
S&P 500
1 Year Est. Return
+32.8%
AUM
$400M
AUM Growth
+$17.9M
(+4.7%)
Holding
127
Top Buys
| 1 | +$7.77M | |
| 2 | +$7.21M | |
| 3 | +$5.39M | |
| 4 |
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
|
+$2.56M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$2.37M |
Top Sells
| 1 | +$3.88M | |
| 2 | +$1.77M | |
| 3 | +$1.77M | |
| 4 |
Avantis Real Estate ETF
AVRE
|
+$1.39M |
| 5 |
Avantis US Equity ETF
AVUS
|
+$1.28M |
Sector Composition
| 1 | Technology | 6.08% |
| 2 | Healthcare | 2.41% |
| 3 | Communication Services | 2.1% |
| 4 | Consumer Discretionary | 2.04% |
| 5 | Consumer Staples | 1.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Estee Lauder
EL
$24.3B
| – | – |
-1,396
|
|
||
127
McDonald's
MCD
$221B
| – | – |
-804
|
|