WAS
Wealth Advisory Solutions Portfolio holdings
AUM
$395M
1-Year Est. Return
10.47%
1 Year Est. Return
+10.47%
AUM
$378M
AUM Growth
+$21M
(+5.9%)
Holding
154
Top Buys
| 1 | +$11.8M | |
| 2 | +$8.47M | |
| 3 | +$7.21M | |
| 4 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$5.27M |
| 5 |
PepsiCo
PEP
|
+$5.24M |
Top Sells
| 1 | +$9.07M | |
| 2 | +$5.75M | |
| 3 | +$3.7M | |
| 4 |
CME Group
CME
|
+$3.33M |
| 5 |
Apple
AAPL
|
+$2.74M |
Sector Composition
| 1 | Technology | 9.21% |
| 2 | Healthcare | 6.77% |
| 3 | Consumer Discretionary | 5.48% |
| 4 | Financials | 5.09% |
| 5 | Energy | 3.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Sally Beauty Holdings
SBH
$1.46B
| – | – |
-10,073
|
|
||
152
TJX Companies
TJX
$160B
| – | – |
-47,606
|
|
||
153
Tesla
TSLA
$1.46T
| – | – |
-655
|
|
||
154
Visa
V
$664B
| – | – |
-753
|
|