WWA

Wisconsin Wealth Advisors Portfolio holdings

AUM $105M
1-Year Est. Return 28.59%
This Quarter Est. Return
1 Year Est. Return
+28.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$67.8M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$4.04M
2
+$3.65M
3
+$3.64M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$3.12M
5
QQQ icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.04M 5.95%
+16,684
2
$3.65M 5.39%
+101,923
3
$3.64M 5.37%
+90,482
4
$3.12M 4.6%
+52,720
5
$2.74M 4.04%
+5,365
6
$2.65M 3.9%
+11,414
7
$2.43M 3.58%
+18,088
8
$2.25M 3.31%
+10,247
9
$2.03M 2.99%
+4,817
10
$1.96M 2.89%
+7,835
11
$1.84M 2.72%
+6,985
12
$1.63M 2.4%
+18,029
13
$1.55M 2.29%
+31,898
14
$1.51M 2.22%
+63,010
15
$1.36M 2%
+5,641
16
$1.3M 1.92%
+14,813
17
$1.21M 1.78%
+12,766
18
$1.19M 1.76%
+4,930
19
$1.18M 1.74%
+2,922
20
$1.16M 1.71%
+2,974
21
$1.11M 1.64%
+35,694
22
$1.05M 1.55%
+17,565
23
$1.02M 1.51%
+5,748
24
$1.01M 1.49%
+17,329
25
$990K 1.46%
+6,090
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