WE

Wealth Effects Portfolio holdings

AUM $319M
1-Year Est. Return 48.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+48.41%
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
+$729K
2
+$511K
3
+$484K
4
TSL icon
GraniteShares 1.25x Long TSLA Daily ETF
TSL
+$422K
5
DVN icon
Devon Energy
DVN
+$404K

Top Sells

1
+$338K
2
+$331K
3
+$286K
4
CI icon
Cigna
CI
+$238K
5
CVX icon
Chevron
CVX
+$232K

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
201
– –
-717
202
– –
-4,224
203
– –
-15,738
204
– –
-2,158
205
– –
-3,258
206
– –
-600
207
– –
-6,067
5 6 7 8
9