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
51
$311K 0.11%
568
52
$308K 0.11%
11,940
+1,045
53
$291K 0.11%
1,369
+10
54
$285K 0.1%
+7,548
55
$269K 0.1%
1,961
+270
56
$245K 0.09%
6,399
+1,051
57
$242K 0.09%
675
+15
58
$240K 0.09%
3,710
59
$238K 0.09%
+1,595
60
$235K 0.09%
950
-10
61
$233K 0.08%
2,482
62
$232K 0.08%
1,080
-20
63
$223K 0.08%
1,270
64
– –
-4,675
65
– –
0
66
– –
-816
67
– –
-10,000
68
– –
-1,610
69
– –
-3,140
70
– –
-1,558
71
– –
-14,146
72
– –
-1,100
73
– –
-2,035
74
– –
-10,883
75
– –
0
1 2
3
4