WE
Wealth Effects Portfolio holdings
AUM
$311M
1-Year Est. Return
37.8%
1 Year Est. Return
+37.8%
AUM
$311M
AUM Growth
+$43.7M
(+16%)
Holding
229
Top Buys
| 1 | +$924K | |
| 2 | +$803K | |
| 3 | +$689K | |
| 4 |
Sparkline Intangible Value ETF
ITAN
|
+$677K |
| 5 |
IDYN
iShares International Equity Factor Rotation Active ETF
IDYN
|
+$655K |
Top Sells
| 1 | +$2.03M | |
| 2 | +$1.35M | |
| 3 | +$1.01M | |
| 4 |
NuScale Power
SMR
|
+$652K |
| 5 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$613K |
Sector Composition
| 1 | Technology | 28.32% |
| 2 | Healthcare | 17.98% |
| 3 | Financials | 7.98% |
| 4 | Communication Services | 7.58% |
| 5 | Consumer Discretionary | 6.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
McDonald's
MCD
$222B
| – | – |
-815
|
|
||
227
PepsiCo
PEP
$203B
| – | – |
-1,958
|
|
||
228
SLB Ltd
SLB
$54.1B
| – | – |
-9,350
|
|
||
229
WisdomTree Floating Rate Treasury Fund
USFR
$16.7B
| – | – |
-6,024
|
|