ZWA
Zinnia Wealth Advisory Portfolio holdings
AUM
$89.3M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$89.3M
AUM Growth
-$3.14M
(-3.4%)
Holding
103
Top Buys
| 1 | +$3.2M | |
| 2 | +$3.02M | |
| 3 | +$1.71M | |
| 4 |
Vanguard Growth ETF
VUG
|
+$1.46M |
| 5 |
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
+$1.12M |
Top Sells
| 1 | +$11.8M | |
| 2 | +$2.83M | |
| 3 | +$436K | |
| 4 |
NVIDIA
NVDA
|
+$373K |
| 5 |
Qualcomm
QCOM
|
+$278K |
Sector Composition
| 1 | Technology | 14.79% |
| 2 | Consumer Discretionary | 5.26% |
| 3 | Consumer Staples | 3.22% |
| 4 | Healthcare | 2.78% |
| 5 | Energy | 2.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Visa
V
$623B
| – | – |
-575
|
|
||
102
Wells Fargo
WFC
$233B
| – | – |
-2,364
|
|
||
103
Cipher Digital Inc
CIFR
$10.3B
| – | – |
-13,983
|
|