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

Top Buys

1 +$2.87M
2 +$722K
3 +$458K
4
KOIN
Capital Link Global Fintech Leaders ETF
KOIN
+$421K
5
AAPL icon
Apple
AAPL
+$381K

Top Sells

1 +$1.66M
2 +$634K
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