WA
Wealth Advisors Portfolio holdings
AUM
$223M
This Quarter Return
-10.05%
1 Year Return
+32.52%
3 Year Return
+39.3%
5 Year Return
–
10 Year Return
–
AUM
$148M
AUM Growth
+$148M
(-15%)
Cap. Flow
-$5.68M
Cap. Flow
% of AUM
-3.82%
Top 10 Holdings %
Top 10 Hldgs %
72.54%
Holding
67
New
10
Increased
22
Reduced
10
Closed
13
Top Buys
| 1 |
Health Care Select Sector SPDR Fund
XLV
|
$4.88M |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
$2.77M |
| 3 |
Invesco QQQ Trust
QQQ
|
$2.21M |
| 4 |
ProShares UltraPro QQQ
TQQQ
|
$1.63M |
| 5 |
Home Depot
HD
|
$1.4M |
Top Sells
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
$6.84M |
| 2 |
Financial Select Sector SPDR Fund
XLF
|
$6.44M |
| 3 |
First Trust Morningstar Dividend Leaders Index Fund
FDL
|
$2.55M |
| 4 |
Amazon
AMZN
|
$2.03M |
| 5 |
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% |
