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
$219M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$928K
3
+$540K
4
CRWD icon
CrowdStrike
CRWD
+$509K
5
VIS icon
Vanguard Industrials ETF
VIS
+$265K

Top Sells

1
+$5.46M
2
+$3.03M
3
+$1.98M
4
NVDA icon
NVIDIA
NVDA
+$536K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$533K

Sector Composition

1 Technology 27.76%
2 Consumer Discretionary 20.7%
3 Financials 10.57%
4 Communication Services 8.12%
5 Real Estate 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.15M 0.51%
16,750
27
$1.09M 0.48%
2,922
-140
28
$859K 0.38%
8,020
+818
29
$841K 0.37%
3,318
30
$839K 0.37%
7,925
-1,100
31
$719K 0.32%
4,278
32
$711K 0.31%
23,460
33
$702K 0.31%
7,644
34
$697K 0.31%
11,865
+3,945
35
$690K 0.3%
1,254
36
$675K 0.3%
1,965
37
$636K 0.28%
1,515
38
$580K 0.26%
7,715
39
$544K 0.24%
2,337
+685
40
$508K 0.22%
2,990
+1,560
41
$490K 0.22%
2,200
+200
42
$455K 0.2%
3,000
+1,093
43
$419K 0.18%
9,000
44
$408K 0.18%
3,653
-87
45
$364K 0.16%
16,778
-2,229
46
$359K 0.16%
9,645
-5,000
47
$350K 0.15%
4,000
48
$327K 0.14%
2,574
-319
49
$284K 0.13%
3,100
+100
50
$284K 0.13%
568
1
2
3