WAAG

Wealth Alliance Advisory Group Portfolio holdings

AUM $554M
1-Year Est. Return 16.13%
This Quarter Est. Return
1 Year Est. Return
+16.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$204M
AUM Growth
-$1.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$2.81M
2 +$333K
3 +$295K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$292K
5
AMD icon
Advanced Micro Devices
AMD
+$223K

Top Sells

1 +$2.76M
2 +$1.6M
3 +$321K
4
AAL icon
American Airlines Group
AAL
+$246K
5
CCL icon
Carnival Corp
CCL
+$222K

Sector Composition

1 Financials 10.38%
2 Technology 8.58%
3 Energy 6.12%
4 Healthcare 5.67%
5 Consumer Staples 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-1,414