WA

Wealth Advisors Portfolio holdings

AUM $223M
1-Year Est. Return 32.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$248M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$3.17M
2 +$2.49M
3 +$1.83M
4
STZ icon
Constellation Brands
STZ
+$1.27M
5
LUV icon
Southwest Airlines
LUV
+$1.1M

Top Sells

1 +$1.53M
2 +$1.44M
3 +$490K
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$357K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$356K

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 Change
in Stake
Capital Flow
76
0