WSA
Wealth Science Advisors Portfolio holdings
AUM
$178M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$178M
AUM Growth
+$4.35M
(+2.5%)
Holding
203
Top Buys
| 1 | +$233K | |
| 2 | +$225K | |
| 3 | +$202K | |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$171K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
201
Walt Disney
DIS
$189B
| $683 | ﹤0.01% |
+6
|
|
||
202
Lucid Motors
LCID
$2.36B
| $529 | ﹤0.01% |
+50
|
|
||
203
GoPro
GPRO
$227M
| $14 | ﹤0.01% |
+10
|
|