WE
Wealth Effects Portfolio holdings
AUM
$282M
1-Year Est. Return
62.81%
This Fund
S&P 500
1 Year Est. Return
+62.81%
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
Organon & Co
OGN
$3.51B
| – | – |
-33,821
|
|
||
227
MP Materials
MP
$10.7B
| – | – |
-5,525
|
|
||
228
IonQ
IONQ
$21.5B
| – | – |
-6,137
|
|
||
|
IBDQ
229
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
| – | – |
-8,746
|
|
||
230
FS KKR Capital
FSK
$3.02B
| – | – |
-16,100
|
|
||
231
DraftKings
DKNG
$12.5B
| – | – |
-5,700
|
|
||
232
CuriosityStream
CURI
$186M
| – | – |
-18,104
|
|