WAAG
Wealth Alliance Advisory Group Portfolio holdings
AUM
$554M
1-Year Est. Return
16.13%
1 Year Est. Return
+16.13%
AUM
$525M
AUM Growth
+$42.9M
(+8.9%)
Holding
205
Top Buys
| 1 | +$1.65M | |
| 2 | +$1.11M | |
| 3 | +$1.09M | |
| 4 |
Salesforce
CRM
|
+$862K |
| 5 |
Broadcom
AVGO
|
+$813K |
Top Sells
| 1 | +$862K | |
| 2 | +$533K | |
| 3 | +$525K | |
| 4 |
Pfizer
PFE
|
+$373K |
| 5 |
ServiceNow
NOW
|
+$330K |
Sector Composition
| 1 | Technology | 10.02% |
| 2 | Financials | 5.85% |
| 3 | Energy | 5.46% |
| 4 | Healthcare | 3.27% |
| 5 | Consumer Staples | 2.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Comcast
CMCSA
$108B
| – | – |
-5,657
|
|
||
202
Cincinnati Financial
CINF
$23.7B
| – | – |
-1,469
|
|
||
203
Blackrock
BLK
$182B
| – | – |
-563
|
|
||
204
American Tower
AMT
$89.7B
| – | – |
-1,050
|
|
||
205
Accenture
ACN
$145B
| – | – |
-2,763
|
|