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
51
$405K 0.58%
773
-27
52
$360K 0.52%
3,139
-9
53
$340K 0.49%
927
-34
54
$335K 0.48%
+11,996
55
$309K 0.44%
1,809
-48
56
$296K 0.43%
1,715
+325
57
$290K 0.42%
3,117
58
$282K 0.4%
759
+136
59
$279K 0.4%
1,997
-5
60
$277K 0.4%
496
+11
61
$275K 0.4%
7,285
+689
62
$275K 0.39%
489
63
$272K 0.39%
+10,310
64
$269K 0.39%
979
65
$236K 0.34%
1,638
-22
66
$234K 0.34%
1,352
67
$222K 0.32%
3,603
+35
68
$212K 0.3%
504
-10
69
$205K 0.29%
+585
70
$204K 0.29%
+1,583
71
– –
-4,483
72
– –
-3,096
73
– –
-2,933
1 2
3