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
$248M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$2.63M
3
+$2.03M
4
STZ icon
Constellation Brands
STZ
+$1.34M
5
LUV icon
Southwest Airlines
LUV
+$1.23M

Top Sells

1
+$1.62M
2
+$1.49M
3
+$490K
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$433K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$381K

Sector Composition

1 Technology 25.48%
2 Consumer Discretionary 20.97%
3 Financials 9.91%
4 Communication Services 8.88%
5 Real Estate 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.46M 0.58%
19,775
-325
27
$1.36M 0.54%
5,700
+5,635
28
$1.11M 0.44%
16,750
29
$960K 0.38%
7,925
30
$952K 0.38%
16,301
+4,436
31
$924K 0.37%
3,393
+75
32
$893K 0.36%
23,460
33
$818K 0.33%
7,644
34
$765K 0.3%
3,995
+1,005
35
$755K 0.3%
6,921
-1,099
36
$745K 0.3%
1,965
37
$684K 0.27%
7,815
+100
38
$678K 0.27%
1,254
39
$655K 0.26%
5,633
+4,003
40
$607K 0.24%
1,249
-266
41
$510K 0.2%
9,150
+150
42
$459K 0.18%
4,000
43
$430K 0.17%
3,653
44
$412K 0.16%
+6,555
45
$401K 0.16%
17,759
+981
46
$395K 0.16%
2,725
+2,000
47
$384K 0.15%
2,575
+1
48
$370K 0.15%
2,443
-557
49
$364K 0.14%
1,585
-752
50
$359K 0.14%
+2,105
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