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WSA
Wealth Science Advisors Portfolio holdings
AUM
$225M
This Fund
S&P 500
This Quarter
Est. Return
-4.46%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$178M
AUM Growth
+$4.35M
(+2.5%)
Cap. Flow
+$4.51M
Cap. Flow
% of AUM
2.54%
Top 10 Holdings %
Top 10 Hldgs %
72.84%
Holding
203
New
132
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Halliburton
HAL
|
+$233K |
| 2 |
Intel
INTC
|
+$225K |
| 3 |
Ingersoll Rand
IR
|
+$202K |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$171K |
| 5 |
Abbott
ABT
|
+$155K |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 9.35% |
| 2 | Industrials | 4.99% |
| 3 | Healthcare | 3.57% |
| 4 | Financials | 3.27% |
| 5 | Communication Services | 2.65% |
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Wealth Science Advisors's Q1 2026 Portfolio in Review
As of Q1 2026, Wealth Science Advisors held 203 positions worth $178M, up 2.5% from $173M the previous quarter. Its ten largest holdings account for 73% of the portfolio.
Wealth Science Advisors's Q1 2026 filing shows 132 new positions. Its largest new stake was Halliburton: 6,727 shares worth $190K.
By sector, the portfolio is most concentrated in Technology at 9.3% of assets, up from 9.2% a quarter earlier, followed by Industrials and Healthcare.
- Wealth Science Advisors's largest Q1 2026 buy was Halliburton: 6,727 shares worth $190K.
- Wealth Science Advisors's ten largest holdings make up 73% of its $178M portfolio in Q1 2026.
- Wealth Science Advisors opened 132 new positions and closed 0 in Q1 2026.
- Wealth Science Advisors's portfolio value rose 2.5% quarter-over-quarter to $178M.
Based on Wealth Science Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.