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
51
$361K 0.53%
+3,096
52
$350K 0.52%
+3,096
53
$338K 0.5%
+1,857
54
$336K 0.5%
+2,933
55
$334K 0.49%
+2,002
56
$293K 0.43%
+3,117
57
$288K 0.42%
+489
58
$284K 0.42%
+485
59
$284K 0.42%
+979
60
$260K 0.38%
+1,660
61
$256K 0.38%
+623
62
$254K 0.37%
+6,596
63
$252K 0.37%
+4,483
64
$237K 0.35%
+1,352
65
$235K 0.35%
+1,390
66
$219K 0.32%
+514
1 2
3