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
$148M
AUM Growth
-$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$4.88M
2
+$2.77M
3
+$2.21M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.63M
5
HD icon
Home Depot
HD
+$1.4M

Top Sells

1
+$6.84M
2
+$6.44M
3
+$2.55M
4
AMZN icon
Amazon
AMZN
+$2.03M
5
AVGO icon
Broadcom
AVGO
+$1.55M

Sector Composition

1 Consumer Discretionary 23.92%
2 Technology 20.5%
3 Financials 11.19%
4 Communication Services 11.07%
5 Real Estate 4.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$231K 0.15%
5,080
-1,770
52
$175K 0.12%
974
53
$69K 0.05%
+5,000
54
$13K 0.01%
+15,000
55
– –
-50,000
56
– –
-1,267
57
– –
-6,000
58
– –
-5,515
59
– –
-18,570
60
– –
-20,000
61
– –
-6,108
62
– –
-57,985
63
– –
-80,790
64
– –
-3,815
65
– –
-27,000
66
– –
-2,000
67
– –
-1,630
1 2
3