WFA
WJ Financial Advisors Portfolio holdings
AUM
$124M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$124M
AUM Growth
+$11.5M
(+10%)
Holding
129
Top Buys
| 1 | +$1.43M | |
| 2 | +$1.3M | |
| 3 | +$786K | |
| 4 |
Domino's
DPZ
|
+$758K |
| 5 |
Amazon
AMZN
|
+$692K |
Top Sells
| 1 | +$210K | |
| 2 | +$172K | |
| 3 | +$68K | |
| 4 |
AGNC Investment
AGNC
|
+$51.6K |
| 5 |
GE Vernova
GEV
|
+$42.1K |
Sector Composition
| 1 | Technology | 10.5% |
| 2 | Financials | 7.79% |
| 3 | Consumer Discretionary | 5.18% |
| 4 | Consumer Staples | 5.12% |
| 5 | Energy | 3.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
XXRP
126
Teucrium 2x Long Daily XRP ETF
XXRP
$121M
| $140K | 0.11% |
+36,350
|
|
||
|
FRMI
127
Fermi Inc
FRMI
$4.2B
| $123K | 0.1% |
21,080
+160
|
|
||
|
GLO
128
Clough Global Opportunities Fund
GLO
$252M
| $118K | 0.1% |
21,248
-443
|
|
||
129
Medtronic
MDT
$97.5B
| – | – |
-2,183
|
|