Portfolio (Quarterly)
Guide ↗
Wisconsin Wealth Advisors, LLC
· CIK 0002073891| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | CGIE | CAPITAL GROUP INTERNATIONAL | — | 38,720.0 | $1.3M | 1.29% | NEW | — | $33.82 | +12.7% |
| 2 | LNT | ALLIANT ENERGY CORP | Utilities | 3,228.0 | $232K | 0.23% | NEW | — | $71.76 | -4.0% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
42.8%
Financial Services
23.3%
Consumer Cyclical
12.0%
Consumer Defensive
6.8%
Energy
3.8%
Communication Services
3.6%
Industrials
3.1%
Healthcare
2.8%
Utilities
1.8%