WE
Wealth Effects Portfolio holdings
AUM
$267M
1-Year Return
17.32%
This Quarter Return
+14.7%
1 Year Return
+17.32%
3 Year Return
+150.6%
5 Year Return
–
10 Year Return
–
AUM
$195M
AUM Growth
+$20.1M
(+11%)
Cap. Flow
+$3.03M
Cap. Flow
% of AUM
1.55%
Top 10 Holdings %
Top 10 Hldgs %
39.92%
Holding
207
New
16
Increased
73
Reduced
68
Closed
9
Top Buys
| 1 |
SEEL
Seelos Therapeutics, Inc. Common Stock
SEEL
|
$661K |
| 2 |
Enovix
ENVX
|
$526K |
| 3 |
SentinelOne
S
|
$524K |
| 4 |
GraniteShares 1.25x Long TSLA Daily ETF
TSL
|
$515K |
| 5 |
JPMorgan Equity Premium Income ETF
JEPI
|
$514K |
Top Sells
| 1 |
Broadcom
AVGO
|
$338K |
| 2 |
Thermo Fisher Scientific
TMO
|
$331K |
| 3 |
AbbVie
ABBV
|
$298K |
| 4 |
Apple
AAPL
|
$259K |
| 5 |
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% |
