WAAG
Wealth Alliance Advisory Group Portfolio holdings
AUM
$525M
This Quarter Return
-2.73%
1 Year Return
+14.88%
3 Year Return
+56.65%
5 Year Return
+107.38%
10 Year Return
–
AUM
$337M
AUM Growth
+$337M
(+19%)
Cap. Flow
+$62.4M
Cap. Flow
% of AUM
18.52%
Top 10 Holdings %
Top 10 Hldgs %
47.57%
Holding
190
New
19
Increased
71
Reduced
41
Closed
11
Top Buys
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$12.8M |
| 2 |
Vanguard Growth ETF
VUG
|
$4.03M |
| 3 |
AbbVie
ABBV
|
$602K |
| 4 |
Clorox
CLX
|
$594K |
| 5 |
NVIDIA
NVDA
|
$508K |
Sector Composition
| 1 | Technology | 7.29% |
| 2 | Energy | 6.99% |
| 3 | Financials | 5.77% |
| 4 | Healthcare | 4.36% |
| 5 | Consumer Staples | 3.47% |
