WE

Wealth Effects Portfolio holdings

AUM $311M
1-Year Est. Return 37.8%
This Quarter Est. Return
1 Year Est. Return
+37.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$661K
2
+$526K
3
+$524K
4
TSL icon
GraniteShares 1.25x Long TSLA Daily ETF
TSL
+$515K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$514K

Top Sells

1
+$338K
2
+$331K
3
+$298K
4
AAPL icon
Apple
AAPL
+$259K
5
CI icon
Cigna
CI
+$238K

Sector Composition

1 Healthcare 23.97%
2 Technology 21.73%
3 Financials 7.33%
4 Communication Services 5.72%
5 Industrials 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.54M 0.79%
28,230
+9,418
27
$1.53M 0.79%
17,942
-91
28
$1.5M 0.77%
33,397
-397
29
$1.48M 0.76%
7,130
+237
30
$1.46M 0.75%
9,837
-115
31
$1.45M 0.74%
4,682
-30
32
$1.42M 0.73%
10,847
+1,146
33
$1.4M 0.72%
2,972
-311
34
$1.39M 0.71%
18,742
+1,235
35
$1.33M 0.68%
26,660
-4,040
36
$1.3M 0.66%
5,205
37
$1.21M 0.62%
23,985
+7,100
38
$1.21M 0.62%
34,665
-375
39
$1.2M 0.62%
92,344
+40,343
40
$1.19M 0.61%
10,869
-1,873
41
$1.14M 0.59%
5,601
+186
42
$1.13M 0.58%
4,994
+604
43
$1.08M 0.55%
27,836
+1,290
44
$1.08M 0.55%
7,326
45
$1.07M 0.55%
2,857
+59
46
$1.07M 0.55%
27,280
+1,275
47
$1.01M 0.52%
3,140
+233
48
$936K 0.48%
39,803
+4,380
49
$933K 0.48%
12,240
-40
50
$912K 0.47%
13,162
-164
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