WA
Wealth Advisors Portfolio holdings
AUM
$223M
This Quarter Return
+13.76%
1 Year Return
+32.52%
3 Year Return
+39.3%
5 Year Return
–
10 Year Return
–
AUM
$288M
AUM Growth
+$288M
(+14%)
Cap. Flow
+$881K
Cap. Flow
% of AUM
0.31%
Top 10 Holdings %
Top 10 Hldgs %
70.47%
Holding
75
New
4
Increased
18
Reduced
22
Closed
6
Top Buys
| 1 |
Costco
COST
|
$1.25M |
| 2 |
Apple
AAPL
|
$850K |
| 3 |
Bath & Body Works
BBWI
|
$326K |
| 4 |
United Parcel Service
UPS
|
$236K |
| 5 |
Tesla
TSLA
|
$232K |
Top Sells
| 1 |
Southwest Airlines
LUV
|
$304K |
| 2 |
Essex Property Trust
ESS
|
$250K |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
$231K |
| 4 |
PayPal
PYPL
|
$227K |
| 5 |
PARA
Paramount Global Class B
PARA
|
$221K |
Sector Composition
| 1 | Technology | 30.33% |
| 2 | Consumer Discretionary | 18.35% |
| 3 | Communication Services | 8.74% |
| 4 | Financials | 8.25% |
| 5 | Real Estate | 3.41% |
