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
$283M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$917K
3
+$640K
4
LLY icon
Eli Lilly
LLY
+$632K
5
META icon
Meta Platforms (Facebook)
META
+$552K

Top Sells

1
+$904K
2
+$634K
3
+$602K
4
NVDA icon
NVIDIA
NVDA
+$528K
5
VFC icon
VF Corp
VFC
+$374K

Sector Composition

1 Technology 9.57%
2 Energy 7.59%
3 Financials 6.78%
4 Healthcare 5.21%
5 Consumer Staples 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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180
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183
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184
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185
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186
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-15,000
4 5 6 7
8