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
$288M
AUM Growth
+$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$850K
3
+$326K
4
UPS icon
United Parcel Service
UPS
+$236K
5
TSLA icon
Tesla
TSLA
+$232K

Top Sells

1
+$304K
2
+$250K
3
+$231K
4
PYPL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.42M 0.49%
19,675
27
$1.4M 0.49%
2,470
+2,200
28
$1.23M 0.43%
13,166
-149
29
$1.07M 0.37%
24,087
+627
30
$1.06M 0.37%
3,318
-35
31
$1.02M 0.36%
7,925
32
$965K 0.33%
16,750
33
$878K 0.3%
3,500
34
$866K 0.3%
7,564
-80
35
$858K 0.3%
1,965
36
$834K 0.29%
6,162
+21
37
$720K 0.25%
25,000
+3,875
38
$717K 0.25%
3,532
-255
39
$690K 0.24%
13,270
-3,215
40
$647K 0.22%
1,249
41
$579K 0.2%
4,000
42
$487K 0.17%
3,218
+581
43
$446K 0.15%
2,725
44
$444K 0.15%
3,365
-288
45
$438K 0.15%
7,470
+380
46
$432K 0.15%
3,000
47
$403K 0.14%
2,546
+1
48
$374K 0.13%
568
49
$352K 0.12%
3,815
50
$326K 0.11%
+4,675
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