WA
Wealth Advisors Portfolio holdings
AUM
$223M
This Quarter Return
+17.84%
1 Year Return
+32.52%
3 Year Return
+39.3%
5 Year Return
–
10 Year Return
–
AUM
$210M
AUM Growth
+$210M
(+12%)
Cap. Flow
-$6.43M
Cap. Flow
% of AUM
-3.06%
Top 10 Holdings %
Top 10 Hldgs %
71.43%
Holding
69
New
4
Increased
18
Reduced
29
Closed
2
Top Buys
| 1 |
AbbVie
ABBV
|
$1.15M |
| 2 |
Charles Schwab
SCHW
|
$600K |
| 3 |
ProShares UltraPro Short QQQ
SQQQ
|
$483K |
| 4 |
Target
TGT
|
$226K |
| 5 |
Uber
UBER
|
$219K |
Top Sells
| 1 |
NVIDIA
NVDA
|
$3.06M |
| 2 |
Amazon
AMZN
|
$1.26M |
| 3 |
Apple
AAPL
|
$830K |
| 4 |
Qualcomm
QCOM
|
$812K |
| 5 |
Mastercard
MA
|
$546K |
Sector Composition
| 1 | Technology | 32.75% |
| 2 | Consumer Discretionary | 11.33% |
| 3 | Financials | 11.07% |
| 4 | Communication Services | 8.72% |
| 5 | Healthcare | 4.49% |
