WE
Wealth Effects Portfolio holdings
AUM
$311M
1-Year Est. Return
37.8%
1 Year Est. Return
+37.8%
AUM
$267M
AUM Growth
+$29.2M
(+12%)
Holding
212
Top Buys
| 1 | +$496K | |
| 2 | +$376K | |
| 3 | +$360K | |
| 4 |
Blackrock
BLK
|
+$357K |
| 5 |
Reddit
RDDT
|
+$334K |
Top Sells
| 1 | +$1.05M | |
| 2 | +$641K | |
| 3 | +$500K | |
| 4 |
Apple
AAPL
|
+$462K |
| 5 |
Microsoft
MSFT
|
+$373K |
Sector Composition
| 1 | Technology | 28.15% |
| 2 | Healthcare | 13.88% |
| 3 | Communication Services | 9.07% |
| 4 | Financials | 8.5% |
| 5 | Consumer Discretionary | 6.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Boeing
BA
$148B
| $2.14M | 0.8% |
10,225
+609
|
|
||
27
iShares Core S&P Total US Stock Market ETF
ITOT
$79.4B
| $2.02M | 0.76% |
14,945
-91
|
|
||
28
Vanguard S&P 500 ETF
VOO
$776B
| $1.98M | 0.74% |
3,484
+139
|
|
||
29
AbbVie
ABBV
$387B
| $1.86M | 0.7% |
10,043
-308
|
|
||
30
NuScale Power
SMR
$4.77B
| $1.84M | 0.69% |
46,600
-1,600
|
|
||
31
Netflix
NFLX
$475B
| $1.81M | 0.68% |
1,355
+40
|
|
||
32
Pfizer
PFE
$139B
| $1.72M | 0.65% |
71,133
+5,572
|
|
||
33
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$31.3B
| $1.67M | 0.62% |
30,687
-647
|
|
||
34
Verizon
VZ
$168B
| $1.54M | 0.58% |
35,542
+4,680
|
|
||
35
JPMorgan Equity Premium Income ETF
JEPI
$41.1B
| $1.51M | 0.56% |
26,511
-1,672
|
|
||
36
Invesco QQQ Trust
QQQ
$396B
| $1.49M | 0.56% |
2,702
-20
|
|
||
37
UnitedHealth
UNH
$291B
| $1.46M | 0.55% |
4,688
+591
|
|
||
38
Citigroup
C
$180B
| $1.4M | 0.52% |
16,459
+2,859
|
|
||
39
iShares Core S&P Mid-Cap ETF
IJH
$100B
| $1.37M | 0.51% |
22,095
-3,365
|
|
||
40
Datadog
DDOG
$69.7B
| $1.35M | 0.51% |
10,077
-75
|
|
||
41
Procter & Gamble
PG
$340B
| $1.34M | 0.5% |
8,426
-401
|
|
||
42
DigitalOcean
DOCN
$4.73B
| $1.24M | 0.46% |
43,450
-4,350
|
|
||
43
Exxon Mobil
XOM
$499B
| $1.21M | 0.45% |
11,203
-951
|
|
||
44
Caterpillar
CAT
$267B
| $1.19M | 0.45% |
3,063
+141
|
|
||
45
Bank of America
BAC
$390B
| $1.18M | 0.44% |
24,837
+2,300
|
|
||
46
iShares S&P 500 Value ETF
IVE
$42.4B
| $1.17M | 0.44% |
5,982
|
|
||
47
Cheniere Energy
LNG
$44.7B
| $1.16M | 0.43% |
4,761
-24
|
|
||
48
Visa
V
$646B
| $1.13M | 0.42% |
3,196
-135
|
|
||
49
NextEra Energy
NEE
$177B
| $1.13M | 0.42% |
16,301
+521
|
|
||
50
SentinelOne
S
$5.67B
| $1.11M | 0.42% |
60,950
-800
|
|