WAM
WealthCare Asset Management Portfolio holdings
AUM
$108M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$108M
AUM Growth
–
Holding
33
Top Buys
| 1 | +$15.4M | |
| 2 | +$11.7M | |
| 3 | +$8.02M | |
| 4 |
iShares US Telecommunications ETF
IYZ
|
+$7.94M |
| 5 |
ZMAY
Innovator Equity Defined Protection ETF - 1 Yr May
ZMAY
|
+$6.88M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 20.2% |
| 2 | Technology | 7.33% |
| 3 | Consumer Staples | 2.23% |
| 4 | Communication Services | 1.25% |
| 5 | Energy | 0.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Palantir
PLTR
$312B
| $410K | 0.38% |
+2,218
|
|
||
27
iShares US Utilities ETF
IDU
$1.46B
| $377K | 0.35% |
+3,375
|
|
||
28
Alphabet (Google) Class C
GOOG
$3.78T
| $361K | 0.33% |
+1,470
|
|
||
29
Exxon Mobil
XOM
$622B
| $339K | 0.31% |
+3,024
|
|
||
30
Tesla
TSLA
$1.57T
| $329K | 0.3% |
+715
|
|
||
31
AT&T
T
$198B
| $314K | 0.29% |
+11,404
|
|
||
32
Iron Mountain
IRM
$33.8B
| $310K | 0.29% |
+3,027
|
|
||
33
Berkshire Hathaway Class B
BRK.B
$1.06T
| $276K | 0.25% |
+554
|
|