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
76
$316K 0.3%
+5,592
77
$288K 0.27%
+7,077
78
$281K 0.27%
10,279
-15,696
79
$280K 0.27%
6,596
-689
80
$270K 0.26%
+1,918
81
$262K 0.25%
3,117
82
$258K 0.25%
1,359
83
$234K 0.22%
504
84
$211K 0.2%
+443
85
$207K 0.2%
+756
86
$205K 0.2%
750
87
$200K 0.19%
586
88
– –
-3,614
1 2 3
4