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
$207M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$2.27M
3
+$1.1M
4
LUV icon
Southwest Airlines
LUV
+$833K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$825K

Top Sells

1
+$830K
2
+$653K
3
+$543K
4
CERN
Cerner Corp
CERN
+$512K
5
RXL icon
ProShares Ultra Health Care
RXL
+$415K

Sector Composition

1 Technology 25.69%
2 Consumer Discretionary 22.8%
3 Financials 10.54%
4 Communication Services 10.39%
5 Real Estate 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.05M 0.49%
3,062
-93
27
$989K 0.46%
16,750
28
$882K 0.41%
9,025
29
$770K 0.36%
3,318
+45
30
$709K 0.33%
+4,958
31
$697K 0.33%
4,278
-4,010
32
$629K 0.29%
7,202
+3,052
33
$623K 0.29%
1,254
+100
34
$620K 0.29%
1,965
35
$592K 0.28%
23,460
-9,000
36
$578K 0.27%
7,644
-163
37
$550K 0.26%
1,515
38
$520K 0.24%
2,000
39
$496K 0.23%
1,652
+500
40
$469K 0.22%
7,920
+825
41
$460K 0.21%
9,000
42
$434K 0.2%
14,645
+53
43
$411K 0.19%
19,007
+6,761
44
$385K 0.18%
7,715
+1,850
45
$358K 0.17%
3,740
-3,150
46
$298K 0.14%
+29,439
47
$297K 0.14%
4,000
-2,000
48
$294K 0.14%
2,893
+1
49
$270K 0.13%
+1,907
50
$260K 0.12%
+3,000
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