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
$196M
AUM Growth
-$9.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$491K
2
+$218K
3
+$206K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$103K
5
AMZN icon
Amazon
AMZN
+$67.1K

Top Sells

1
+$218K
2
+$205K
3
+$177K
4
LUV icon
Southwest Airlines
LUV
+$85.3K
5
MA icon
Mastercard
MA
+$78.2K

Sector Composition

1 Technology 30.85%
2 Consumer Discretionary 15.5%
3 Financials 9.74%
4 Communication Services 7.97%
5 Healthcare 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$233K 0.12%
1,621
+134
52
$207K 0.11%
3,265
+65
53
$206K 0.1%
+3,421
54
$206K 0.1%
2,482
55
– –
0
56
– –
-6,220
57
– –
0
58
– –
0
59
– –
-885
1 2
3