WA
Wealth Alliance Portfolio holdings
AUM
$895M
This Quarter Return
-2.32%
1 Year Return
+16.19%
3 Year Return
+68.38%
5 Year Return
+118.68%
10 Year Return
–
AUM
$489M
AUM Growth
+$489M
(-1.6%)
Cap. Flow
+$10.4M
Cap. Flow
% of AUM
2.13%
Top 10 Holdings %
Top 10 Hldgs %
29.73%
Holding
490
New
43
Increased
217
Reduced
160
Closed
47
Top Buys
Top Sells
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$5.52M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$5.14M |
| 3 |
iShares TIPS Bond ETF
TIP
|
$4.61M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$4.18M |
| 5 |
iShares Global Financials ETF
IXG
|
$1.69M |
Sector Composition
| 1 | Technology | 16.2% |
| 2 | Healthcare | 7.8% |
| 3 | Financials | 6.29% |
| 4 | Consumer Discretionary | 4.53% |
| 5 | Industrials | 4.05% |
