06/30/2022
Top Buys (13F)
- Name% Change
- ESGU iShares Trust iShar... 1.46%
- IEV iShares Europe ETF- 1.21%
- TFI SPDR Nuveen Bloombe... 1.15%
- IVV iShares Core S&P 50... 0.83%
- EEMV BTC iShares MSCI Em... 0.57%
06/30/2022
Top Sells (13F)
- Name% Change
- EFG BTC iShares MSCI EA... 1.3%
- SUSL iShares ESG MSCI US... 1.24%
- MUB iShares National Mu... 1.15%
- OEF iShares S&P 100 ETF- 0.78%
- IJR iShares Core S&P Sm... 0.66%
06/30/2022
13F Holdings Summary
- Stock% Port
- ESGU iShares Trust iShares ESG A... 6.9%
- MRK Merck & Co 6.75%
- IVW iShares S&P 500 Growth ETF- 5.96%
- IVV iShares Core S&P 500 ETF- 5.93%
- AAPL Apple Inc 4.5%
06/30/2022
13F Activity
- Market Value $115.607 Million
- Prior Market Value $132.248 Million
- New Purchases104 stocks
- Additional Purchases0 stocks
- Sold out of0 stocks
- Reduced holdings in0 stocks
- Top 10 Holdings % 45.06 %
- Turnover % [1]:%
- Turnover Alt % [2]: %
- Time Held Top20:0.00 quarters
- Time Held Top10:0.00 quarters
- Time Held All:1.63 quarters
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
06/30/2022
13F Sector Allocation Over Time
Fund Metrics
You are limited to the prior 8 quarters of 13F filings. Subscribe to WhaleWisdom to view all filing data for W ADVISORS, LLC
View Last Form Adv Compilation Report on Record
W ADVISORS LLCBusiness Phone: 901-410-8050
Fax: 800-396-9073
| SEC Registration as : | Large Advisory Firm |
| Form of Organization: | Limited Liability Company |
| Organized in: | DE |
| Number of employees: | 3 |
| Other Business Activities: | registered representative of a broker-dealer |
| Advisor Fees/Compensation: | Percentage of assets under management,Hourly charges,Fixed fees |
| Amount of client funds and securities: | 26,554,500 |
| Total Number of Clients: | 71 |
| Amount of client funds and securities by related persons: | |
| Total Number of clients from related persons: | |
| Disclosures: |
- HTTP://WWW.WADVISORSLLC.COM
- HTTPS://WWW.LINKEDIN.COM/COMPANY/W-ADVISORS-LLC
- HTTPS://WWW.FACEBOOK.COM/W-ADVISORS-LLC-751970544946719/
- https://twitter.com/advisorsw
- https://www.instagram.com/wadvisorsllc/?hl=en
Data above was derived from SEC filings.
