WWA
Wisconsin Wealth Advisors Portfolio holdings
AUM
$105M
1-Year Est. Return
28.59%
1 Year Est. Return
+28.59%
AUM
$105M
AUM Growth
+$18M
(+21%)
Holding
88
Top Buys
| 1 | +$2.39M | |
| 2 | +$1.35M | |
| 3 | +$1.23M | |
| 4 |
Innovator Laddered Allocation Power Buffer ETF
BUFF
|
+$1.05M |
| 5 |
Fidelity Nasdaq Composite Index ETF
ONEQ
|
+$749K |
Top Sells
| 1 | +$429K | |
| 2 | +$280K | |
| 3 | +$229K | |
| 4 |
Vanguard Value ETF
VTV
|
+$161K |
| 5 |
Oracle
ORCL
|
+$116K |
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 | |
|---|---|---|---|---|---|---|
76
ALPS O'Shares US Quality Dividend ETF
OUSA
$824M
| $316K | 0.3% |
+5,592
|
|
||
77
SPDR SSGA Ultra Short Term Bond ETF
ULST
$633M
| $288K | 0.27% |
+7,077
|
|
||
78
Schwab US Dividend Equity ETF
SCHD
$70.6B
| $281K | 0.27% |
10,279
-15,696
|
|
||
79
Innovator US Equity Power Buffer ETF August
PAUG
$1.01B
| $280K | 0.27% |
6,596
-689
|
|
||
80
Technology Select Sector SPDR Fund
XLK
$94.7B
| $270K | 0.26% |
+959
|
|
||
81
MGE Energy Inc
MGEE
$3.14B
| $262K | 0.25% |
3,117
|
|
||
82
Invesco S&P 500 Equal Weight ETF
RSP
$74.7B
| $258K | 0.25% |
1,359
|
|
||
83
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.8B
| $234K | 0.22% |
504
|
|
||
84
Caterpillar
CAT
$249B
| $211K | 0.2% |
+443
|
|
||
85
iShares Russell Top 200 Growth ETF
IWY
$16.1B
| $207K | 0.2% |
+756
|
|
||
86
Ecolab
ECL
$79.5B
| $205K | 0.2% |
750
|
|
||
87
Visa
V
$668B
| $200K | 0.19% |
586
|
|
||
88
Marvell Technology
MRVL
$74B
| – | – |
-3,614
|
|