WWA

Wisconsin Wealth Advisors Portfolio holdings

AUM $102M
1-Year Est. Return 25.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$1.33M
3
+$1.22M
4
BUFF icon
Innovator Laddered Allocation Power Buffer ETF
BUFF
+$1.03M
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$732K

Top Sells

1
+$428K
2
+$280K
3
+$229K
4
VTV icon
Vanguard Value ETF
VTV
+$157K
5
ORCL icon
Oracle
ORCL
+$105K

Sector Composition

1 Technology 21.57%
2 Consumer Discretionary 7.09%
3 Consumer Staples 2.72%
4 Healthcare 2.41%
5 Industrials 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$693K 0.66%
1,963
-27
52
$668K 0.64%
2,742
+35
53
$652K 0.62%
888
+15
54
$646K 0.62%
13,085
-254
55
$628K 0.6%
2,233
-413
56
$617K 0.59%
6,293
+25
57
$593K 0.56%
3,817
+109
58
$582K 0.55%
10,242
59
$571K 0.54%
4,710
-61
60
$570K 0.54%
4,523
-1
61
$538K 0.51%
984
62
$514K 0.49%
4,290
63
$466K 0.44%
1,968
-6
64
$461K 0.44%
3,269
+1,180
65
$449K 0.43%
2,205
+105
66
$435K 0.41%
+3,606
67
$429K 0.41%
1,304
-5
68
$409K 0.39%
3,055
-41
69
$387K 0.37%
2,078
-866
70
$352K 0.34%
3,519
71
$336K 0.32%
505
72
$327K 0.31%
489
73
$326K 0.31%
12,389
-2,017
74
$322K 0.31%
1,707
-32
75
$321K 0.31%
979
1 2
3
4