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
$282M
AUM Growth
-$37.1M
(-12%)
Holding
251
Top Buys
| 1 | +$2.1M | |
| 2 | +$2.01M | |
| 3 | +$1.79M | |
| 4 |
Blackstone
BX
|
+$758K |
| 5 |
Nuveen Credit Strategies Income Fund
JQC
|
+$620K |
Top Sells
| 1 | +$40.8M | |
| 2 | +$1.1M | |
| 3 | +$792K | |
| 4 |
BlackRock Science and Technology Term Trust
BSTZ
|
+$698K |
| 5 |
Celestica
CLS
|
+$599K |
Sector Composition
| 1 | Technology | 30.87% |
| 2 | Healthcare | 8.62% |
| 3 | Financials | 8.03% |
| 4 | Consumer Discretionary | 7.23% |
| 5 | Communication Services | 6.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Zoetis
ZTS
$32B
| – | – |
-1,667
|
|