WAS

Wealth Advisory Solutions Portfolio holdings

AUM $395M
1-Year Est. Return 10.47%
This Quarter Est. Return
1 Year Est. Return
+10.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$406M
AUM Growth
-$74.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1 +$4.83M
2 +$3.69M
3 +$3.5M
4
UPS icon
United Parcel Service
UPS
+$3.49M
5
RMD icon
ResMed
RMD
+$3.48M

Top Sells

1 +$8.58M
2 +$8.45M
3 +$6.93M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$6.13M
5
INTC icon
Intel
INTC
+$4.72M

Sector Composition

1 Financials 8.93%
2 Healthcare 8.56%
3 Consumer Staples 6.33%
4 Industrials 5.17%
5 Technology 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
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163
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