WE
Wealth Effects Portfolio holdings
AUM
$319M
1-Year Est. Return
48.42%
This Fund
S&P 500
1 Year Est. Return
+48.42%
AUM
$311M
AUM Growth
+$43.7M
(+16%)
Holding
229
Top Buys
| 1 | +$1.01M | |
| 2 | +$799K | |
| 3 | +$652K | |
| 4 |
Amazon
AMZN
|
+$512K |
| 5 |
Intel
INTC
|
+$497K |
Top Sells
| 1 | +$1.89M | |
| 2 | +$1.35M | |
| 3 | +$859K | |
| 4 |
NuScale Power
SMR
|
+$721K |
| 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
$219B
| – | – |
-815
|
|
||
227
PepsiCo
PEP
$215B
| – | – |
-1,958
|
|
||
228
SLB Ltd
SLB
$74.2B
| – | – |
-9,350
|
|
||
229
iShares Bitcoin Trust
IBIT
$52.6B
| – | – |
-6,400
|
|