WA

Wealth Alliance Portfolio holdings

AUM $1.02B
1-Year Est. Return 19.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$837M
AUM Growth
+$63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$8.44M
2
+$4.17M
3
+$4.13M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.54M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$2.19M

Top Sells

1
+$4.17M
2
+$3.02M
3
+$2.33M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.14M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.83M

Sector Composition

1 Technology 20.28%
2 Healthcare 6.03%
3 Financials 5.45%
4 Industrials 3.96%
5 Consumer Discretionary 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
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