Wealth Alliance
CIK Number: 0001793904
837.40M
Market Value
493
# of Holdings
12 months
Avg. Holding Period
70.88%
Win Rate
37.22%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Apple Inc | 238.41 | +3.72% | 360.22K | -1.18% | 83.93M | 125.18 | 10.02% | |
| 2 | Ishares Tr | 607.62 | +0.87% | 97.41K | -7.15% | 56.19M | 399.61 | 6.71% | |
| 3 | Ishares Tr | 45.48 | -0.01% | 554.21K | +19.11% | 26.11M | 47.29 | 3.12% | |
| 4 | Ishares Tr | 104.51 | +2.02% | 236.68K | -8.92% | 22.66M | 81.09 | 2.71% | |
| 5 | Microsoft Corp | 447.39 | +2.95% | 41.79K | +1.34% | 17.98M | 211.12 | 2.15% |
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