WE
Wealth Effects Portfolio holdings
AUM
$319M
1-Year Est. Return
48.41%
This Fund
S&P 500
1 Year Est. Return
+48.41%
AUM
$319M
AUM Growth
+$8.34M
(+2.7%)
Holding
232
Top Buys
| 1 | +$1.08M | |
| 2 | +$973K | |
| 3 | +$689K | |
| 4 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$665K |
| 5 |
Advanced Micro Devices
AMD
|
+$658K |
Top Sells
| 1 | +$7.71M | |
| 2 | +$1.49M | |
| 3 | +$1.41M | |
| 4 |
Arrowhead Research
ARWR
|
+$1.23M |
| 5 |
NuScale Power
SMR
|
+$1.03M |
Sector Composition
| 1 | Technology | 27.27% |
| 2 | Healthcare | 20.46% |
| 3 | Financials | 7.67% |
| 4 | Communication Services | 7.21% |
| 5 | Consumer Discretionary | 6.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Ondas Inc
ONDS
$4.54B
| – | – |
-182,800
|
|
||
227
Palantir
PLTR
$328B
| – | – |
-5,476
|
|
||
228
D-Wave Quantum
QBTS
$6.95B
| – | – |
-9,200
|
|
||
|
229
NuScale Power
SMR
$3.63B
| – | – |
-28,500
|
|
||
230
Uber
UBER
$155B
| – | – |
-2,202
|
|
||
|
OKLO
231
Oklo
OKLO
$9.84B
| – | – |
-7,500
|
|
||
|
CRWV
232
CoreWeave Inc
CRWV
$41.5B
| – | – |
-6,750
|
|