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
$219M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$928K
3
+$540K
4
CRWD icon
CrowdStrike
CRWD
+$509K
5
VIS icon
Vanguard Industrials ETF
VIS
+$265K

Top Sells

1
+$5.46M
2
+$3.03M
3
+$1.98M
4
NVDA icon
NVIDIA
NVDA
+$536K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$533K

Sector Composition

1 Technology 27.76%
2 Consumer Discretionary 20.7%
3 Financials 10.57%
4 Communication Services 8.12%
5 Real Estate 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$280K 0.12%
3,815
52
$235K 0.1%
1,330
53
$206K 0.09%
960
54
$205K 0.09%
2,482
-782
55
$174K 0.08%
1,630
+3
56
$96K 0.04%
+2,300
57
$88K 0.04%
+725
58
$14K 0.01%
+65
59
– –
-1,755
60
– –
-1,855
61
– –
-29,439
62
– –
-10,261
63
– –
0
1 2
3