WE
Wealth Effects Portfolio holdings
AUM
$267M
This Quarter Return
+18.09%
1 Year Return
+17.32%
3 Year Return
+150.6%
5 Year Return
–
10 Year Return
–
AUM
$267M
AUM Growth
+$267M
(+12%)
Cap. Flow
-$2.7M
Cap. Flow
% of AUM
-1.01%
Top 10 Holdings %
Top 10 Hldgs %
45.9%
Holding
212
New
14
Increased
55
Reduced
107
Closed
7
Top Buys
| 1 |
Applied Materials
AMAT
|
$496K |
| 2 |
OKLO
Oklo
OKLO
|
$376K |
| 3 |
Weyerhaeuser
WY
|
$360K |
| 4 |
Blackrock
BLK
|
$357K |
| 5 |
Reddit
RDDT
|
$334K |
Top Sells
| 1 |
NVIDIA
NVDA
|
$1.05M |
| 2 |
Meta Platforms (Facebook)
META
|
$641K |
| 3 |
Eli Lilly
LLY
|
$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% |
