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
$69.6M
AUM Growth
+$1.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$763K
2
+$691K
3
+$689K
4
PLTR icon
Palantir
PLTR
+$469K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$335K

Top Sells

1
+$361K
2
+$336K
3
+$252K
4
IHI icon
iShares US Medical Devices ETF
IHI
+$36.6K
5
AXP icon
American Express
AXP
+$21.5K

Sector Composition

1 Technology 21.09%
2 Consumer Discretionary 8.01%
3 Consumer Staples 3.82%
4 Healthcare 2.9%
5 Industrials 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.01M 1.45%
36,954
+1,260
27
$1.01M 1.45%
16,721
-608
28
$992K 1.42%
15,743
+471
29
$935K 1.34%
17,713
+426
30
$827K 1.19%
5,401
+137
31
$763K 1.1%
+11,496
32
$761K 1.09%
7,445
+132
33
$747K 1.07%
2,883
-39
34
$696K 1%
4,083
+31
35
$691K 0.99%
+7,760
36
$689K 0.99%
+12,111
37
$617K 0.89%
4,854
-163
38
$603K 0.87%
1,711
+11
39
$600K 0.86%
2,385
-60
40
$581K 0.83%
2,160
-80
41
$544K 0.78%
1,418
-38
42
$521K 0.75%
4,171
-111
43
$505K 0.72%
3,017
-104
44
$492K 0.71%
1,834
-19
45
$476K 0.68%
2,869
-105
46
$474K 0.68%
8,605
-292
47
$455K 0.65%
6,249
-246
48
$454K 0.65%
1,850
+37
49
$445K 0.64%
772
-6
50
$411K 0.59%
3,096
1
2
3