WWA
Wisconsin Wealth Advisors Portfolio holdings
AUM
$87M
This Quarter Return
+5.19%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$67.8M
AUM Growth
–
Cap. Flow
+$67.8M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
42.02%
Holding
66
New
66
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR Gold Trust
GLD
|
$4.04M |
| 2 |
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
|
$3.65M |
| 3 |
First Trust Morningstar Dividend Leaders Index Fund
FDL
|
$3.64M |
| 4 |
First Trust Rising Dividend Achievers ETF
RDVY
|
$3.12M |
| 5 |
Invesco QQQ Trust
QQQ
|
$2.74M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 23.25% |
| 2 | Consumer Discretionary | 9.72% |
| 3 | Consumer Staples | 3.83% |
| 4 | Healthcare | 2.99% |
| 5 | Industrials | 2.34% |
