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
$275M
AUM Growth
-$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$748K
3
+$510K
4
NVDA icon
NVIDIA
NVDA
+$498K
5
KOIN
Capital Link Global Fintech Leaders ETF
KOIN
+$412K

Top Sells

1
+$1.66M
2
+$661K
3
+$326K
4
DKNG icon
DraftKings
DKNG
+$275K
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$261K

Sector Composition

1 Technology 30.64%
2 Consumer Discretionary 17.4%
3 Communication Services 9.16%
4 Financials 8.99%
5 Real Estate 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.42M 0.51%
2,470
27
$1.26M 0.45%
6,725
+4,000
28
$1.19M 0.43%
28,768
+4,681
29
$1.04M 0.38%
13,367
+201
30
$1.01M 0.37%
7,925
31
$1M 0.36%
35,555
+10,555
32
$995K 0.36%
6,138
-24
33
$952K 0.34%
3,309
-9
34
$817K 0.3%
16,750
35
$816K 0.3%
7,564
36
$812K 0.29%
1,956
-9
37
$806K 0.29%
3,500
38
$665K 0.24%
13,050
-220
39
$660K 0.24%
3,392
-140
40
$613K 0.22%
1,249
41
$569K 0.21%
5,200
+2,200
42
$559K 0.2%
4,000
43
$530K 0.19%
12,123
+4,653
44
$510K 0.18%
+15,832
45
$412K 0.15%
+10,325
46
$391K 0.14%
3,365
47
$379K 0.14%
3,477
+259
48
$378K 0.14%
+1,071
49
$337K 0.12%
3,815
50
$331K 0.12%
2,430
-116
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2
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