WAAG
Wealth Alliance Advisory Group Portfolio holdings
AUM
$525M
This Quarter Return
+3.79%
1 Year Return
+14.88%
3 Year Return
+56.65%
5 Year Return
+107.38%
10 Year Return
–
AUM
$195M
AUM Growth
+$195M
(+7.2%)
Cap. Flow
+$6.8M
Cap. Flow
% of AUM
3.48%
Top 10 Holdings %
Top 10 Hldgs %
45.34%
Holding
143
New
14
Increased
41
Reduced
25
Closed
3
Top Buys
Top Sells
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.76M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$2.34M |
| 3 |
Home Depot
HD
|
$272K |
| 4 |
FibroGen
FGEN
|
$204K |
| 5 |
iShares National Muni Bond ETF
MUB
|
$126K |
Sector Composition
| 1 | Financials | 8.24% |
| 2 | Energy | 6.78% |
| 3 | Healthcare | 4.21% |
| 4 | Technology | 3.36% |
| 5 | Industrials | 2.93% |
