WWA

Wisconsin Wealth Advisors Portfolio holdings

AUM $105M
1-Year Est. Return 28.59%
This Quarter Est. Return
1 Year Est. Return
+28.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$67.8M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$4.04M
2
+$3.65M
3
+$3.64M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$3.12M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.74M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.25%
2 Consumer Discretionary 9.72%
3 Consumer Staples 3.83%
4 Healthcare 2.99%
5 Industrials 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$972K 1.43%
+1,061
27
$969K 1.43%
+15,272
28
$967K 1.42%
+11,286
29
$871K 1.28%
+7,313
30
$830K 1.22%
+17,287
31
$765K 1.13%
+5,264
32
$717K 1.06%
+4,052
33
$702K 1.03%
+5,017
34
$685K 1.01%
+2,445
35
$665K 0.98%
+2,240
36
$647K 0.95%
+1,456
37
$619K 0.91%
+1,853
38
$617K 0.91%
+8,160
39
$612K 0.9%
+4,282
40
$587K 0.87%
+2,974
41
$582K 0.86%
+1,700
42
$472K 0.7%
+8,897
43
$455K 0.67%
+778
44
$452K 0.67%
+3,121
45
$435K 0.64%
+1,813
46
$418K 0.62%
+961
47
$415K 0.61%
+3,148
48
$405K 0.6%
+800
49
$394K 0.58%
+3,568
50
$392K 0.58%
+6,495
1
2
3