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WA
Waystone Advisors Portfolio holdings
AUM
$112M
This Fund
S&P 500
This Quarter
Est. Return
+0.77%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$117M
AUM Growth
–
Cap. Flow
+$117M
Cap. Flow
% of AUM
100.03%
Top 10 Holdings %
Top 10 Hldgs %
48.5%
Holding
102
New
102
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Microsoft
MSFT
|
+$13.8M |
| 2 |
Vanguard Mega Cap Growth ETF
MGK
|
+$9.18M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$7.91M |
| 4 |
Vanguard Mega Cap Value ETF
MGV
|
+$5.64M |
| 5 |
NVIDIA
NVDA
|
+$4.7M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 19.77% |
| 2 | Consumer Discretionary | 5.77% |
| 3 | Communication Services | 5% |
| 4 | Healthcare | 2.1% |
| 5 | Financials | 1.56% |
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