WAN

Wealth Advisors Northwest Portfolio holdings

AUM $207M
1-Year Est. Return 13.92%
This Quarter Est. Return
1 Year Est. Return
+13.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$38.8M
2
+$11.2M
3
+$11M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$9.68M
5
AMZN icon
Amazon
AMZN
+$9.68M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 8.42%
2 Technology 3.23%
3 Communication Services 1.35%
4 Financials 0.76%
5 Energy 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$230K 0.16%
+9,218
52
$224K 0.15%
+575
53
$223K 0.15%
+381
54
$207K 0.14%
+1,088
55
$205K 0.14%
+568
1 2
3