Asset Manager
← All Institutions
Wealth Advisory Team LLC
Market Value
$0
Holdings
38
New Purchases
0
Added To
0
Closed
38
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 5 | $0 | 0% |
| Large Cap | 11 | $0 | 0% |
| Mid Cap | 13 | $0 | 0% |
| Small Cap | 7 | $0 | 0% |
| Micro Cap | 2 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$249.6B
Median Market Cap
$7.2B
Avg P/E
26.3
Median P/E
24.6
Avg Dividend Yield
0.02%
Avg Beta
0.89
# Stocks
6
# ETFs / Funds
32
Top Holdings (38 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SO | —% | — | — | — | -$412K | -4,490 | -100.0% | SOLD |
| 2 | PG | —% | — | — | — | -$914K | -5,737 | -100.0% | SOLD |
| 3 | MCD | —% | — | — | — | -$240K | -823 | -100.0% | SOLD |
| 4 | JNJ | —% | — | — | — | -$236K | -1,548 | -100.0% | SOLD |
| 5 | DRSK | —% | — | — | — | -$11M | -397,185 | -100.0% | SOLD |
| 6 | ESML | —% | — | — | — | -$1M | -25,986 | -100.0% | SOLD |
| 7 | ESGE | —% | — | — | — | -$1M | -30,094 | -100.0% | SOLD |
| 8 | AAPL | —% | — | — | — | -$238K | -1,162 | -100.0% | SOLD |
| 9 | CEMB | —% | — | — | — | -$446K | -9,821 | -100.0% | SOLD |
| 10 | DFUS | —% | — | — | — | -$10M | -150,970 | -100.0% | SOLD |
| 11 | ESGD | —% | — | — | — | -$3M | -28,079 | -100.0% | SOLD |
| 12 | DBEF | —% | — | — | — | -$10M | -217,257 | -100.0% | SOLD |
| 13 | GSY | —% | — | — | — | -$355K | -7,079 | -100.0% | SOLD |
| 14 | IJJ | —% | — | — | — | -$254K | -2,057 | -100.0% | SOLD |
| 15 | SMH | —% | — | — | — | -$388K | -1,391 | -100.0% | SOLD |
| 16 | BIV | —% | — | — | — | -$7M | -85,264 | -100.0% | SOLD |
| 17 | EAGG | —% | — | — | — | -$551K | -11,584 | -100.0% | SOLD |
| 18 | FNDX | —% | — | — | — | -$692K | -28,219 | -100.0% | SOLD |
| 19 | SUSB | —% | — | — | — | -$558K | -22,151 | -100.0% | SOLD |
| 20 | XLRE | —% | — | — | — | -$248K | -5,991 | -100.0% | SOLD |
| 21 | VONG | —% | — | — | — | -$5M | -44,492 | -100.0% | SOLD |
| 22 | ACIO | —% | — | — | — | -$15M | -356,175 | -100.0% | SOLD |
| 23 | FNDF | —% | — | — | — | -$991K | -24,766 | -100.0% | SOLD |
| 24 | MSFT | —% | — | — | — | -$556K | -1,118 | -100.0% | SOLD |
| 25 | NULG | —% | — | — | — | -$2M | -23,810 | -100.0% | SOLD |
| 26 | XMHQ | —% | — | — | — | -$3M | -33,613 | -100.0% | SOLD |
| 27 | VWO | —% | — | — | — | -$4M | -90,894 | -100.0% | SOLD |
| 28 | DSI | —% | — | — | — | -$1M | -9,724 | -100.0% | SOLD |
| 29 | UITB | —% | — | — | — | -$6M | -128,176 | -100.0% | SOLD |
| 30 | SCHG | —% | — | — | — | -$559K | -19,126 | -100.0% | SOLD |
| 31 | RSPR | —% | — | — | — | -$201K | -5,747 | -100.0% | SOLD |
| 32 | VYM | —% | — | — | — | -$7M | -50,738 | -100.0% | SOLD |
| 33 | ISCF | —% | — | — | — | -$471K | -12,141 | -100.0% | SOLD |
| 34 | UCON | —% | — | — | — | -$8M | -314,692 | -100.0% | SOLD |
| 35 | CGW | —% | — | — | — | -$1M | -17,495 | -100.0% | SOLD |
| 36 | XJH | —% | — | — | — | -$706K | -17,010 | -100.0% | SOLD |
| 37 | GRNB | —% | — | — | — | -$284K | -11,713 | -100.0% | SOLD |
| 38 | USSG | —% | — | — | — | -$3M | -48,089 | -100.0% | SOLD |