Wealth Science Advisors LLC
Annual return
—
SPY
—
Alpha
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Invested
$355.5M
Holdings
203
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsIn development
Quarterly performance not yet computed for this fund.
The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.
Top holdings · current snapshot
Source: 13F-HR01
$CGGR
CAPITAL GROUP GROWTH ETF
Held since at least Q1 2024
16.8%
02
$CGDV
CAPITAL GROUP DIVIDEND VALUE
Held since at least Q1 2024
16.0%
03
$CGGO
CAPITAL GROUP GBL GROWTH EQT
Held since at least Q1 2024
12.5%
04
$SPY
SPDR S&P 500 ETF TR
Held since at least Q1 2024
11.2%
05
$VO
VANGUARD INDEX FDS
Held since at least Q1 2024
5.2%
06
$VB
VANGUARD INDEX FDS
Held since at least Q1 2024
2.5%
07
$AVGO
BROADCOM INC
Held since at least Q1 2024
2.4%
08
$NVDA
NVIDIA CORPORATION
Held since at least Q1 2024
2.4%
09
$GOOGL
ALPHABET INC
Held since at least Q1 2024
2.2%
10
$EFX
EQUIFAX INC
Held since at least Q1 2024
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 07:42 UTC.