Asset Manager
← All Institutions
Wealth Advisory Team LLC
Market Value
$0
Holdings
39
+1
New Purchases
0
Added To
0
Closed
39
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 8 | $0 | 0% |
| Large Cap | 11 | $0 | 0% |
| Mid Cap | 12 | $0 | 0% |
| Small Cap | 7 | $0 | 0% |
| Micro Cap | 1 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$280.3B
Median Market Cap
$8.6B
Avg P/E
27.7
Median P/E
24.8
Avg Dividend Yield
0.02%
Avg Beta
0.90
# Stocks
7
# ETFs / Funds
32
Top Holdings (39 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | CEMB | —% | — | — | — | -$322K | -7,026 | -100.0% | SOLD |
| 2 | DFUS | —% | — | — | — | -$11M | -152,150 | -100.0% | SOLD |
| 3 | SO | —% | — | — | — | -$398K | -4,566 | -100.0% | SOLD |
| 4 | PG | —% | — | — | — | -$832K | -5,804 | -100.0% | SOLD |
| 5 | MCD | —% | — | — | — | -$254K | -832 | -100.0% | SOLD |
| 6 | JNJ | —% | — | — | — | -$304K | -1,470 | -100.0% | SOLD |
| 7 | DRSK | —% | — | — | — | -$12M | -413,104 | -100.0% | SOLD |
| 8 | ESML | —% | — | — | — | -$1M | -25,090 | -100.0% | SOLD |
| 9 | ESGE | —% | — | — | — | -$1M | -29,313 | -100.0% | SOLD |
| 10 | AAPL | —% | — | — | — | -$327K | -1,202 | -100.0% | SOLD |
| 11 | USSG | —% | — | — | — | -$3M | -46,781 | -100.0% | SOLD |
| 12 | GE | —% | — | — | — | -$209K | -677 | -100.0% | SOLD |
| 13 | ESGD | —% | — | — | — | -$3M | -27,510 | -100.0% | SOLD |
| 14 | DBEF | —% | — | — | — | -$11M | -223,001 | -100.0% | SOLD |
| 15 | GSY | —% | — | — | — | -$364K | -7,236 | -100.0% | SOLD |
| 16 | IJJ | —% | — | — | — | -$253K | -1,920 | -100.0% | SOLD |
| 17 | SMH | —% | — | — | — | -$502K | -1,395 | -100.0% | SOLD |
| 18 | BIV | —% | — | — | — | -$7M | -85,614 | -100.0% | SOLD |
| 19 | EAGG | —% | — | — | — | -$523K | -10,935 | -100.0% | SOLD |
| 20 | FNDX | —% | — | — | — | -$747K | -27,466 | -100.0% | SOLD |
| 21 | SUSB | —% | — | — | — | -$577K | -22,851 | -100.0% | SOLD |
| 22 | SPY | —% | — | — | — | -$284K | -415 | -100.0% | SOLD |
| 23 | VUG | —% | — | — | — | -$218K | -447 | -100.0% | SOLD |
| 24 | VONG | —% | — | — | — | -$5M | -43,280 | -100.0% | SOLD |
| 25 | ACIO | —% | — | — | — | -$16M | -359,182 | -100.0% | SOLD |
| 26 | FNDF | —% | — | — | — | -$1M | -24,380 | -100.0% | SOLD |
| 27 | MSFT | —% | — | — | — | -$542K | -1,121 | -100.0% | SOLD |
| 28 | NULG | —% | — | — | — | -$2M | -23,191 | -100.0% | SOLD |
| 29 | XMHQ | —% | — | — | — | -$3M | -33,250 | -100.0% | SOLD |
| 30 | VWO | —% | — | — | — | -$5M | -95,703 | -100.0% | SOLD |
| 31 | DSI | —% | — | — | — | -$1M | -9,586 | -100.0% | SOLD |
| 32 | UITB | —% | — | — | — | -$6M | -126,388 | -100.0% | SOLD |
| 33 | SCHG | —% | — | — | — | -$592K | -18,134 | -100.0% | SOLD |
| 34 | VYM | —% | — | — | — | -$7M | -49,534 | -100.0% | SOLD |
| 35 | ISCF | —% | — | — | — | -$272K | -6,555 | -100.0% | SOLD |
| 36 | UCON | —% | — | — | — | -$8M | -314,054 | -100.0% | SOLD |
| 37 | CGW | —% | — | — | — | -$944K | -14,984 | -100.0% | SOLD |
| 38 | XJH | —% | — | — | — | -$763K | -17,087 | -100.0% | SOLD |
| 39 | GRNB | —% | — | — | — | -$294K | -12,066 | -100.0% | SOLD |