WE
Wealth Effects Portfolio holdings
AUM
$267M
1-Year Est. Return
17.32%
1 Year Est. Return
+17.32%
AUM
$267M
AUM Growth
+$29.2M
(+12%)
Holding
212
Top Buys
| 1 | +$496K | |
| 2 | +$376K | |
| 3 | +$360K | |
| 4 |
Blackrock
BLK
|
+$357K |
| 5 |
Reddit
RDDT
|
+$334K |
Top Sells
| 1 | +$1.05M | |
| 2 | +$641K | |
| 3 | +$500K | |
| 4 |
Apple
AAPL
|
+$462K |
| 5 |
Microsoft
MSFT
|
+$373K |
Sector Composition
| 1 | Technology | 28.15% |
| 2 | Healthcare | 13.88% |
| 3 | Communication Services | 9.07% |
| 4 | Financials | 8.5% |
| 5 | Consumer Discretionary | 6.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$4.43T
| $27.6M | 10.33% |
174,685
-6,674
|
|
||
|
AVDL
2
Avadel Pharmaceuticals
AVDL
$1.46B
| $20.8M | 7.8% |
2,354,822
-14,300
|
|
||
|
3
Apple
AAPL
$3.67T
| $17.2M | 6.43% |
83,766
-2,252
|
|
||
4
Amazon
AMZN
$2.29T
| $13.1M | 4.91% |
59,801
+970
|
|
||
5
Vanguard Total Stock Market ETF
VTI
$540B
| $8.86M | 3.31% |
29,136
+100
|
|
||
6
JPMorgan Chase
JPM
$813B
| $8.59M | 3.22% |
29,642
+361
|
|
||
|
7
Microsoft
MSFT
$3.8T
| $8.43M | 3.15% |
16,949
-749
|
|
||
8
Meta Platforms (Facebook)
META
$1.79T
| $8.33M | 3.12% |
11,283
-868
|
|
||
9
Alphabet (Google) Class A
GOOGL
$3.04T
| $5.14M | 1.92% |
29,150
-551
|
|
||
10
Trade Desk
TTD
$24.4B
| $4.59M | 1.72% |
63,727
-1,015
|
|
||
11
Broadcom
AVGO
$1.67T
| $3.98M | 1.49% |
14,435
+243
|
|
||
12
IBM
IBM
$257B
| $3.74M | 1.4% |
12,677
+985
|
|
||
13
Blackstone
BX
$123B
| $3.55M | 1.33% |
23,713
-538
|
|
||
14
United Rentals
URI
$64.7B
| $2.76M | 1.03% |
3,658
+18
|
|
||
15
iShares Core S&P 500 ETF
IVV
$656B
| $2.64M | 0.99% |
4,256
-202
|
|
||
16
Arrowhead Research
ARWR
$5.39B
| $2.62M | 0.98% |
165,650
-4,900
|
|
||
17
Vanguard Growth ETF
VUG
$194B
| $2.57M | 0.96% |
5,853
-144
|
|
||
18
Reaves Utility Income Fund
UTG
$3.66B
| $2.52M | 0.94% |
69,699
+99
|
|
||
19
Berkshire Hathaway Class B
BRK.B
$1.05T
| $2.43M | 0.91% |
4,995
-285
|
|
||
20
Enovix
ENVX
$2.51B
| $2.38M | 0.89% |
262,573
-2,685
|
|
||
21
Elastic
ESTC
$8.56B
| $2.35M | 0.88% |
27,908
-865
|
|
||
22
Tesla
TSLA
$1.43T
| $2.22M | 0.83% |
6,980
-30
|
|
||
23
Micron Technology
MU
$227B
| $2.2M | 0.83% |
17,890
+273
|
|
||
24
Chevron
CVX
$306B
| $2.19M | 0.82% |
15,317
+57
|
|
||
25
First Trust Rising Dividend Achievers ETF
RDVY
$16.7B
| $2.16M | 0.81% |
34,487
-45
|
|