WWA
Wisconsin Wealth Advisors Portfolio holdings
AUM
$105M
1-Year Est. Return
28.59%
1 Year Est. Return
+28.59%
AUM
$87M
AUM Growth
+$17.4M
(+25%)
Holding
83
Top Buys
| 1 | +$1.41M | |
| 2 | +$940K | |
| 3 | +$836K | |
| 4 |
First Trust STOXX European Select Dividend Income Fund
FDD
|
+$819K |
| 5 |
Enbridge
ENB
|
+$802K |
Top Sells
| 1 | +$1.63M | |
| 2 | +$1.41M | |
| 3 | +$691K | |
| 4 |
State Street SPDR S&P Regional Banking ETF
KRE
|
+$689K |
| 5 |
Fortinet
FTNT
|
+$528K |
Sector Composition
| 1 | Technology | 23.23% |
| 2 | Consumer Discretionary | 7.48% |
| 3 | Consumer Staples | 3.27% |
| 4 | Healthcare | 2.38% |
| 5 | Industrials | 1.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Capital Group Core Balanced ETF
CGBL
$4.06B
| $266K | 0.31% |
+7,955
|
|
||
77
Invesco S&P 500 Equal Weight ETF
RSP
$75B
| $247K | 0.28% |
1,359
+7
|
|
||
78
SPDR Dow Jones Industrial Average ETF Trust
DIA
$41.9B
| $222K | 0.26% |
504
|
|
||
79
Visa
V
$639B
| $208K | 0.24% |
586
+1
|
|
||
80
Ecolab
ECL
$73.6B
| $202K | 0.23% |
+750
|
|
||
81
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.22B
| – | – |
-63,864
|
|
||
82
iShares Expanded Tech-Software Sector ETF
IGV
$8.58B
| – | – |
-7,760
|
|
||
|
83
State Street SPDR S&P Regional Banking ETF
KRE
$3.5B
| – | – |
-12,111
|
|