WA
Wealth Alliance Portfolio holdings
AUM $826M
AUM
$826M
AUM Growth
-$9.9M (-1%)
Cap. Flow
+$36.6M
Cap. Flow % of AUM
4.43%
Top 10 Holdings %Top 10 Hldgs %
32.36%
Holding
552
New
61
Increased
260
Reduced
169
Closed
36
Top Buys
| 1 | $6.4M | |
| 2 | $6.24M | |
| 3 | $5.02M | |
| 4 | $4.31M | |
| 5 | $3.45M |
Top Sells
| 1 | $6.79M | |
| 2 | $4.44M | |
| 3 | $3.59M | |
| 4 | $3.19M | |
| 5 | $2.46M |
Sector Composition
| 1 | Technology | 18.98% |
| 2 | Financials | 6.33% |
| 3 | Healthcare | 5.87% |
| 4 | Consumer Discretionary | 3.88% |
| 5 | Communication Services | 3.43% |