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
$164M
AUM Growth
-$2.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1 +$790K
2 +$691K
3 +$579K
4
DVN icon
Devon Energy
DVN
+$495K
5
AMLP icon
Alerian MLP ETF
AMLP
+$478K

Top Sells

1 +$331K
2 +$322K
3 +$320K
4
FSLY icon
Fastly
FSLY
+$293K
5
CVX icon
Chevron
CVX
+$256K

Sector Composition

1 Healthcare 25.76%
2 Technology 22.25%
3 Financials 9.66%
4 Communication Services 7.91%
5 Consumer Discretionary 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-1,900