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
$69.6M
AUM Growth
+$1.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$763K
2
+$691K
3
+$689K
4
PLTR icon
Palantir
PLTR
+$469K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$335K

Top Sells

1
+$361K
2
+$336K
3
+$252K
4
IHI icon
iShares US Medical Devices ETF
IHI
+$36.6K
5
AXP icon
American Express
AXP
+$21.5K

Sector Composition

1 Technology 21.09%
2 Consumer Discretionary 8.01%
3 Consumer Staples 3.82%
4 Healthcare 2.9%
5 Industrials 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.8M 6.9%
16,663
-21
2
$4.05M 5.82%
93,323
+2,841
3
$3.49M 5.01%
104,034
+2,111
4
$3.13M 4.49%
53,405
+685
5
$2.61M 3.75%
5,568
+203
6
$2.19M 3.15%
20,242
+2,154
7
$1.98M 2.85%
11,853
+439
8
$1.94M 2.78%
10,191
-56
9
$1.91M 2.74%
5,079
+262
10
$1.84M 2.64%
7,118
+133
11
$1.77M 2.54%
7,955
+120
12
$1.63M 2.34%
63,864
+854
13
$1.61M 2.32%
32,826
+928
14
$1.61M 2.31%
18,300
+271
15
$1.51M 2.17%
16,860
+2,047
16
$1.3M 1.86%
5,845
+204
17
$1.25M 1.8%
12,992
+226
18
$1.22M 1.75%
20,337
+2,772
19
$1.2M 1.73%
5,749
+1
20
$1.2M 1.73%
12,878
+1,592
21
$1.16M 1.66%
5,480
+550
22
$1.16M 1.66%
13,711
+5,551
23
$1.1M 1.58%
3,003
+29
24
$1.05M 1.51%
1,111
+50
25
$1.05M 1.5%
7,208
+1,118
1
2 3