WE
Wealth Effects Portfolio holdings
AUM
$267M
1-Year Return
17.32%
This Quarter Return
+5.44%
1 Year Return
+17.32%
3 Year Return
+150.6%
5 Year Return
–
10 Year Return
–
AUM
$241M
AUM Growth
–
Cap. Flow
+$241M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
38.78%
Holding
215
New
215
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$19.3M |
| 2 |
AVDL
Avadel Pharmaceuticals
AVDL
|
$18.6M |
| 3 |
Amazon
AMZN
|
$9.75M |
| 4 |
Arrowhead Research
ARWR
|
$9.68M |
| 5 |
NVIDIA
NVDA
|
$7.92M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 26.05% |
| 2 | Healthcare | 24.9% |
| 3 | Communication Services | 10.01% |
| 4 | Financials | 9.77% |
| 5 | Consumer Discretionary | 6.48% |
