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
126
$353K 0.18%
13,800
127
$344K 0.18%
6,891
+1,741
128
$342K 0.18%
18,438
-2,741
129
$341K 0.17%
885
-124
130
$339K 0.17%
+7,525
131
$327K 0.17%
26,901
132
$321K 0.16%
10,340
+40
133
$311K 0.16%
3,521
+3
134
$304K 0.16%
11,734
+1
135
$297K 0.15%
6,325
-75
136
$297K 0.15%
3,789
-255
137
$292K 0.15%
3,531
-1,797
138
$292K 0.15%
3,843
+450
139
$290K 0.15%
1,885
140
$283K 0.15%
26,938
-246
141
$283K 0.15%
5,625
142
$279K 0.14%
9,429
+3
143
$277K 0.14%
1,428
144
$277K 0.14%
9,246
-600
145
$267K 0.14%
27,250
-500
146
$265K 0.14%
7,098
-75
147
$264K 0.14%
23,094
+1,500
148
$260K 0.13%
630
149
$259K 0.13%
+2,455
150
$257K 0.13%
1,499
+1
4 5
6
7 8