WA
Wealth Advisors Portfolio holdings
AUM
$223M
This Quarter Return
+1.97%
1 Year Return
+32.52%
3 Year Return
+39.3%
5 Year Return
–
10 Year Return
–
AUM
$248M
AUM Growth
+$248M
(+13%)
Cap. Flow
+$16M
Cap. Flow
% of AUM
6.44%
Top 10 Holdings %
Top 10 Hldgs %
70.25%
Holding
76
New
15
Increased
27
Reduced
13
Closed
1
Top Buys
| 1 |
Amazon
AMZN
|
$3.33M |
| 2 |
ProShares UltraPro QQQ
TQQQ
|
$2.66M |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
$2.63M |
| 4 |
Microsoft
MSFT
|
$2.03M |
| 5 |
Constellation Brands
STZ
|
$1.34M |
Top Sells
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
$1.62M |
| 2 |
Apple
AAPL
|
$1.49M |
| 3 |
Salesforce
CRM
|
$490K |
| 4 |
First Trust Capital Strength ETF
FTCS
|
$433K |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
$381K |
Sector Composition
| 1 | Technology | 25.48% |
| 2 | Consumer Discretionary | 20.97% |
| 3 | Financials | 9.91% |
| 4 | Communication Services | 8.88% |
| 5 | Real Estate | 3.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Palantir
PLTR
$373B
| – | – |
0
| – | – |
|