WWA
Wisconsin Wealth Advisors Portfolio holdings
AUM
$102M
1-Year Est. Return
25.24%
This Fund
S&P 500
1 Year Est. Return
+25.24%
AUM
$102M
AUM Growth
-$383K
(-0.38%)
Holding
87
Top Buys
| 1 | +$1.38M | |
| 2 | +$606K | |
| 3 | +$419K | |
| 4 |
Microsoft
MSFT
|
+$304K |
| 5 |
CrowdStrike
CRWD
|
+$292K |
Top Sells
| 1 | +$993K | |
| 2 | +$241K | |
| 3 | +$209K | |
| 4 |
Visa
V
|
+$206K |
| 5 |
SPDR Gold Trust
GLD
|
+$169K |
Sector Composition
| 1 | Technology | 20.8% |
| 2 | Consumer Discretionary | 5.5% |
| 3 | Consumer Staples | 3.12% |
| 4 | Communication Services | 1.82% |
| 5 | Energy | 1.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Innovator US Equity Power Buffer ETF August
PAUG
$891M
| $282K | 0.28% |
6,596
|
|
||
77
MGE Energy Inc
MGEE
$2.86B
| $278K | 0.27% |
3,601
+484
|
|
||
78
Invesco S&P 500 Equal Weight ETF
RSP
$88.9B
| $261K | 0.26% |
1,359
|
|
||
79
State Street Technology Select Sector SPDR ETF
XLK
$117B
| $259K | 0.25% |
1,946
+28
|
|
||
80
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$44.6B
| $234K | 0.23% |
505
|
|
||
81
Alliant Energy
LNT
$18.8B
| $232K | 0.23% |
+3,228
|
|
||
82
Vanguard Ultra-Short Bond ETF
VUSB
$8.24B
| $221K | 0.22% |
4,442
|
|
||
83
Alphabet (Google) Class A
GOOGL
$4.46T
| $213K | 0.21% |
742
|
|
||
84
Butterfly Network
BFLY
$1.2B
| $121K | 0.12% |
30,000
+20,000
|
|
||
85
iShares Russell Top 200 Growth ETF
IWY
$16.9B
| – | – |
-756
|
|
||
|
86
Visa
V
$615B
| – | – |
-586
|
|
||
87
State Street Energy Select Sector SPDR ETF
XLE
$39.5B
| – | – |
-22,211
|
|