Portfolio (Quarterly)
Guide ↗
Warren Street Wealth Advisors, LLC
· CIK 0001703496| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | ACN | ACCENTURE PLC IRELAND | Technology | 1,700 | $337K | 0.09% | SOLD |
| 2 | T | AT&T INC | Communication Services | 8,362 | $242K | 0.06% | SOLD |
| 3 | TAC CALL | TRANSALTA CORP | Utilities | 12,000 | $219K | 0.06% | SOLD |
| 4 | PEP | PEPSICO INC | Consumer Defensive | 1,392 | $216K | 0.06% | SOLD |
| 5 | NEM | NEWMONT CORP | Basic Materials | 1,936 | $210K | 0.05% | SOLD |
| 6 | VNQ | VANGUARD INDEX FDS | — | 2,327 | $206K | 0.05% | SOLD |
| 7 | GLD | SPDR GOLD TR | Financial Services | 471 | $203K | 0.05% | SOLD |
| 8 | DIS | DISNEY WALT CO | Communication Services | 2,095 | $202K | 0.05% | SOLD |
| 9 | CDLX | CARDLYTICS INC | Communication Services | 12,947 | $14K | 0.00% | SOLD |
Sector Allocation
Financial Services
29.0%
Technology
27.6%
Healthcare
19.3%
Energy
6.7%
Consumer Cyclical
6.2%
Communication Services
4.9%
Consumer Defensive
2.4%
Industrials
2.0%
Utilities
1.6%
Real Estate
0.5%