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WWA
Wisconsin Wealth Advisors Portfolio holdings
AUM
$117M
1-Year Est. Return
31.58%
This Fund
S&P 500
This Quarter
Est. Return
+5.19%
1 Year Est. Return
+31.58%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$67.8M
AUM Growth
–
Cap. Flow
+$68M
Cap. Flow
% of AUM
100.28%
Top 10 Holdings %
Top 10 Hldgs %
42.02%
Holding
66
New
66
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
SPDR Gold Trust
GLD
|
+$4.1M |
| 2 |
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
|
+$3.81M |
| 3 |
First Trust Morningstar Dividend Leaders Index Fund
FDL
|
+$3.8M |
| 4 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$3.22M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$2.71M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 53.45% |
| 2 | Technology | 23.25% |
| 3 | Consumer Discretionary | 9.72% |
| 4 | Consumer Staples | 3.83% |
| 5 | Healthcare | 2.99% |
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Wisconsin Wealth Advisors's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for Wisconsin Wealth Advisors, which disclosed 66 positions worth $67.8M. Its ten largest holdings account for 42% of the portfolio.
Its largest position is SPDR Gold Trust: 16,684 shares worth $4.04M.
By sector, the portfolio is most concentrated in Miscellaneous at 53% of assets, followed by Technology and Consumer Discretionary.
- Wisconsin Wealth Advisors's largest Q4 2024 buy was SPDR Gold Trust: 16,684 shares worth $4.04M.
- Wisconsin Wealth Advisors's ten largest holdings make up 42% of its $67.8M portfolio in Q4 2024.
- Wisconsin Wealth Advisors disclosed 66 positions in Q4 2024, its first 13F filing on record.
Based on Wisconsin Wealth Advisors's 13F filing for Q4 2024, filed 12 Aug 2025.