WS

Wilian Securities Portfolio holdings

AUM $40.8M
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
$40.8M
AUM Growth
-$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$709K
2 +$526K
3 +$490K
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$426K
5
SCHW icon
Charles Schwab
SCHW
+$371K

Sector Composition

1 Technology 27.65%
2 Financials 9.06%
3 Consumer Discretionary 6.78%
4 Healthcare 6.48%
5 Communication Services 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
UPSD
101
Aptus Large Cap Upside ETF
UPSD
$110M
-47,464