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
1
$54.5M 19.71%
312,135
+2,267
2
$43.4M 15.71%
266,560
-1,260
3
$19.4M 7.01%
139,360
+21,160
4
$16.4M 5.93%
45,257
+1,013
5
$13.3M 4.8%
96,907
-1,352
6
$13.3M 4.8%
37,120
7
$10.7M 3.86%
34,657
+53
8
$10.4M 3.77%
382,450
+18,250
9
$9.65M 3.49%
27,924
+14
10
$8.99M 3.25%
55,442
+1,131
11
$7.95M 2.87%
35,849
-200
12
$7.15M 2.59%
46,792
+1,029
13
$5.82M 2.1%
100,000
14
$4.08M 1.48%
18,355
-441
15
$3.87M 1.4%
21,855
16
$3.46M 1.25%
11,562
17
$3.17M 1.15%
64,806
+2,181
18
$2.95M 1.07%
5,000
19
$2.64M 0.95%
25,011
-365
20
$2.63M 0.95%
57,311
-14,432
21
$2.45M 0.89%
21,836
22
$2.22M 0.8%
4,916
+49
23
$2.04M 0.74%
12,836
+810
24
$1.6M 0.58%
21,105
25
$1.54M 0.56%
19,675
1
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