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
$275M
AUM Growth
-$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$2.94M
2 +$748K
3 +$510K
4
NVDA icon
NVIDIA
NVDA
+$498K
5
KOIN
Capital Link Global Fintech Leaders ETF
KOIN
+$412K

Top Sells

1 +$1.66M
2 +$661K
3 +$326K
4
DKNG icon
DraftKings
DKNG
+$275K
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$261K

Sector Composition

1 Technology 30.64%
2 Consumer Discretionary 17.4%
3 Communication Services 9.16%
4 Financials 8.99%
5 Real Estate 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
0