WE
Wealth Effects Portfolio holdings
AUM
$267M
1-Year Return
17.32%
This Quarter Return
-19.17%
1 Year Return
+17.32%
3 Year Return
+150.6%
5 Year Return
–
10 Year Return
–
AUM
$166M
AUM Growth
-$48.1M
(-22%)
Cap. Flow
+$1.22M
Cap. Flow
% of AUM
0.74%
Top 10 Holdings %
Top 10 Hldgs %
35.36%
Holding
217
New
13
Increased
89
Reduced
57
Closed
28
Top Buys
| 1 |
indie Semiconductor
INDI
|
$1.17M |
| 2 |
Organon & Co
OGN
|
$1.05M |
| 3 |
Apple
AAPL
|
$871K |
| 4 |
AVDL
Avadel Pharmaceuticals
AVDL
|
$505K |
| 5 |
Roundhill Ball Metaverse ETF
METV
|
$432K |
Top Sells
| 1 |
Teladoc Health
TDOC
|
$1.22M |
| 2 |
Adobe
ADBE
|
$507K |
| 3 |
Citigroup
C
|
$447K |
| 4 |
Meta Platforms (Facebook)
META
|
$436K |
| 5 |
XYZ
Block, Inc.
XYZ
|
$408K |
Sector Composition
| 1 | Technology | 24.35% |
| 2 | Healthcare | 23.71% |
| 3 | Financials | 9.68% |
| 4 | Communication Services | 8.4% |
| 5 | Consumer Discretionary | 6.01% |
