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
$248M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$3.33M
2 +$2.63M
3 +$2.03M
4
STZ icon
Constellation Brands
STZ
+$1.34M
5
LUV icon
Southwest Airlines
LUV
+$1.23M

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