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
$380M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 7.68%
2 Financials 7.6%
3 Technology 5.91%
4 Consumer Staples 4.14%
5 Consumer Discretionary 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$202K 0.05%
+2,141
177
$200K 0.05%
+11,293
178
$90K 0.02%
+12,128
179
$85K 0.02%
+1,194
180
$23K 0.01%
+35