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
$271M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$5.35M
2
+$1.23M
3
+$1.1M
4
QCOM icon
Qualcomm
QCOM
+$408K
5
MU icon
Micron Technology
MU
+$378K

Top Sells

1
+$1.92M
2
+$678K
3
+$359K
4
CMG icon
Chipotle Mexican Grill
CMG
+$306K
5
STZ icon
Constellation Brands
STZ
+$158K

Sector Composition

1 Technology 25.58%
2 Consumer Discretionary 20.87%
3 Communication Services 9.62%
4 Financials 9.57%
5 Real Estate 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-10,000
77
– –
-2,105
78
– –
-1,254
79
– –
0
80
– –
0
1 2 3
4