WA

Wealth Advisors Portfolio holdings

AUM $223M
1-Year Est. Return 32.52%
This Quarter Est. Return
1 Year Est. Return
+32.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
-$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$4.88M
2
+$2.77M
3
+$2.21M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.63M
5
HD icon
Home Depot
HD
+$1.4M

Top Sells

1
+$6.84M
2
+$6.44M
3
+$2.55M
4
AMZN icon
Amazon
AMZN
+$2.03M
5
AVGO icon
Broadcom
AVGO
+$1.55M

Sector Composition

1 Consumer Discretionary 23.92%
2 Technology 20.5%
3 Financials 11.19%
4 Communication Services 11.07%
5 Real Estate 4.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$757K 0.5%
9,025
27
$687K 0.45%
+7,800
28
$677K 0.45%
22,075
+1,920
29
$658K 0.44%
16,750
30
$631K 0.42%
29,460
31
$584K 0.39%
2,000
32
$567K 0.38%
+3,273
33
$504K 0.33%
1,965
34
$496K 0.33%
7,220
35
$458K 0.3%
21,530
-302,971
36
$450K 0.3%
+6,890
37
$445K 0.29%
7,839
+195
38
$416K 0.28%
1,515
39
$414K 0.27%
10,665
+1,865
40
$410K 0.27%
7,105
+185
41
$379K 0.25%
6,000
42
$378K 0.25%
+13,520
43
$357K 0.24%
6,000
44
$349K 0.23%
12,170
-39,800
45
$333K 0.22%
18,350
46
$314K 0.21%
2,000
-2,000
47
$271K 0.18%
10,000
48
$250K 0.17%
2,865
-7,000
49
$237K 0.16%
+3,095
50
$234K 0.15%
10,282
+172
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