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
$206M
AUM Growth
-$69.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$906K
2
+$382K
3
+$348K
4
CVX icon
Chevron
CVX
+$215K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$213K

Top Sells

1
+$3.05M
2
+$1.52M
3
+$812K
4
AAPL icon
Apple
AAPL
+$766K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$664K

Sector Composition

1 Technology 30.44%
2 Consumer Discretionary 14.11%
3 Financials 10.27%
4 Communication Services 8.85%
5 Healthcare 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$245K 0.12%
2,482
52
$218K 0.11%
885
-65
53
$215K 0.1%
+1,487
54
$205K 0.1%
6,220
-4,105
55
– –
-3,365
56
– –
-568
57
– –
-7,548
58
– –
-3,710
59
– –
-1,270
60
– –
-1,956
61
– –
-1,369
62
– –
-675
63
– –
0
64
– –
-1,080
65
– –
-3,477
66
– –
0
67
– –
-1,595
68
– –
0
1 2
3