WE
Wealth Effects Portfolio holdings
AUM
$311M
1-Year Est. Return
37.8%
1 Year Est. Return
+37.8%
AUM
$267M
AUM Growth
+$29.2M
(+12%)
Holding
212
Top Buys
| 1 | +$496K | |
| 2 | +$376K | |
| 3 | +$360K | |
| 4 |
Blackrock
BLK
|
+$357K |
| 5 |
Reddit
RDDT
|
+$334K |
Top Sells
| 1 | +$1.05M | |
| 2 | +$641K | |
| 3 | +$500K | |
| 4 |
Apple
AAPL
|
+$462K |
| 5 |
Microsoft
MSFT
|
+$373K |
Sector Composition
| 1 | Technology | 28.15% |
| 2 | Healthcare | 13.88% |
| 3 | Communication Services | 9.07% |
| 4 | Financials | 8.5% |
| 5 | Consumer Discretionary | 6.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Kohl's
KSS
$1.91B
| $84.8K | 0.03% |
10,000
-5,000
|
|
||
202
Perspective Therapeutics
CATX
$163M
| $82.6K | 0.03% |
24,000
-15,000
|
|
||
203
SCYNEXIS
SCYX
$24.9M
| $67.1K | 0.03% |
99,500
+10,000
|
|
||
204
Beyond Air
XAIR
$13.8M
| $47.9K | 0.02% |
13,905
+4,150
|
|
||
|
AUTL
205
Autolus Therapeutics
AUTL
$351M
| $30.8K | 0.01% |
13,500
-22,800
|
|
||
206
Invesco S&P 500 Revenue ETF
RWL
$7.05B
| – | – |
-2,025
|
|
||
207
iShares US Aerospace & Defense ETF
ITA
$11.6B
| – | – |
-1,857
|
|
||
208
Hartford Financial Services
HIG
$36.1B
| – | – |
-1,645
|
|
||
209
BlackRock Floating Rate Income Strategies Fund
FRA
$438M
| – | – |
-10,186
|
|
||
210
Eagle Materials
EXP
$6.64B
| – | – |
-1,001
|
|
||
211
ProShares Large Cap Core Plus
CSM
$492M
| – | – |
-3,203
|
|
||
212
Cigna
CI
$69B
| – | – |
-689
|
|