WSA

Wealth Science Advisors Portfolio holdings

AUM $178M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178M
AUM Growth
+$4.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1 +$233K
2 +$225K
3 +$202K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$171K
5
ABT icon
Abbott
ABT
+$155K

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.35%
2 Industrials 4.99%
3 Healthcare 3.57%
4 Financials 3.27%
5 Communication Services 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BSX icon
176
Boston Scientific
BSX
$79.4B
$2.29K ﹤0.01%
+24
TCOM icon
177
Trip.com Group
TCOM
$33.1B
$2.23K ﹤0.01%
+31
DAL icon
178
Delta Air Lines
DAL
$46.7B
$2.22K ﹤0.01%
+32
FLUT icon
179
Flutter Entertainment
FLUT
$16.6B
$2.15K ﹤0.01%
+10
ONC
180
BeOne Medicines Ltd
ONC
$32.8B
$2.13K ﹤0.01%
+7
AMX icon
181
America Movil
AMX
$82.1B
$1.98K ﹤0.01%
+96
VALE icon
182
Vale
VALE
$72.2B
$1.97K ﹤0.01%
+151
SNPS icon
183
Synopsys
SNPS
$96.7B
$1.88K ﹤0.01%
+4
AEM icon
184
Agnico Eagle Mines
AEM
$97.5B
$1.7K ﹤0.01%
+10
MSI icon
185
Motorola Solutions
MSI
$65.8B
$1.53K ﹤0.01%
+4
RELX icon
186
RELX
RELX
$55.7B
$1.5K ﹤0.01%
+37
RBLX icon
187
Roblox
RBLX
$30B
$1.46K ﹤0.01%
+18
VT icon
188
Vanguard Total World Stock ETF
VT
$73.8B
$1.41K ﹤0.01%
+10
QSR icon
189
Restaurant Brands International
QSR
$26.7B
$1.36K ﹤0.01%
+20
COP icon
190
ConocoPhillips
COP
$142B
$1.31K ﹤0.01%
+14
SHW icon
191
Sherwin-Williams
SHW
$75.4B
$1.3K ﹤0.01%
+4
BG icon
192
Bunge Global
BG
$24.7B
$1.25K ﹤0.01%
+14
QQQ icon
193
Invesco QQQ Trust
QQQ
$468B
$1.23K ﹤0.01%
+2
SLB icon
194
SLB Ltd
SLB
$82.7B
$1.11K ﹤0.01%
+29
VUG icon
195
Vanguard Growth ETF
VUG
$225B
$976 ﹤0.01%
+2
ABNB icon
196
Airbnb
ABNB
$79.2B
$950 ﹤0.01%
+7
CPRT icon
197
Copart
CPRT
$31.5B
$940 ﹤0.01%
+24
ZM icon
198
Zoom
ZM
$30.4B
$863 ﹤0.01%
+10
LULU icon
199
lululemon athletica
LULU
$14.1B
$831 ﹤0.01%
+4
BTC
200
Grayscale Bitcoin Mini Trust ETF
BTC
$4.21B
$775 ﹤0.01%
+20