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
$254M
AUM Growth
-$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$543K
2 +$310K
3 +$218K
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$194K
5
QCOM icon
Qualcomm
QCOM
+$54.9K

Top Sells

1 +$21.6M
2 +$535K
3 +$482K
4
BBWI icon
Bath & Body Works
BBWI
+$362K
5
MSFT icon
Microsoft
MSFT
+$331K

Sector Composition

1 Technology 26.18%
2 Consumer Discretionary 19.52%
3 Communication Services 9.54%
4 Financials 9.46%
5 Real Estate 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,100
77
0