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Safe/Bullish

53.26%

Cum P/L%

  • 2Followers
  • 0.71%Day P/L%
  • 1.5326Wefolio NAV
  • Winning 45.63% WeFolios
Jesse·Created on 05/01/2024
Performance Chart
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Positions Details
All Adjustments
Symbol/Name
Current Price
Percentage
Industry

VOO

Vanguard S&P 500 ETF

633.83
9.00%

Other

SPY

SPDR® S&P 500® ETF

689.23
8.50%

Other

IXUS

iShares Core MSCI Total Intl Stk ETF

89.24
8.00%

Other

QQQ

Invesco QQQ Trust

622.72
7.50%

Other

IWB

iShares Russell 1000 ETF

378.10
7.50%

Other

AGG

iShares Core US Aggregate Bond ETF

100.11
6.00%

Other

ISTB

iShares Core 1-5 Year USD Bond ETF

48.78
5.50%

Other

MSFT

Microsoft Corp

465.95
5.50%

Software & IT Services

GOOG

Alphabet Inc

328.43
5.50%

Software & IT Services

AMD

Advanced Micro Devices Inc

259.68
5.50%

Semiconductors & Semiconductor Equipment

AMZN

Amazon Com

239.16
5.50%

Diversified Retail

TSLA

Tesla Inc

449.06
5.50%

Automobiles & Auto Parts

TSM

Taiwan Semi

334.87
5.25%

Semiconductors & Semiconductor Equipment

LMT

Lockheed Martin

590.82
5.25%

Aerospace & Defense

MSTR

Strategy Inc

163.11
5.00%

Software & IT Services

SMCI

Super Micro Computer Inc

31.70
5.00%

Computers, Phones & Household Electronics

Stock Allocation
  • Industry
  • Area
--
No Data

  • Other

    43.75%

  • Software & IT Services

    18.75%

  • Semiconductors & Semiconductor Equipment

    12.50%

  • Aerospace & Defense

    6.25%

  • Diversified Retail

    6.25%

  • Computers, Phones & Household Electronics

    6.25%

  • Automobiles & Auto Parts

    6.25%

Disclaimer:
Wefolios solely represents the views or opinions of the individual user providing such content and should not be considered a recommendation or solicitation of securities nor, does it reflect the views or opinions of Webull, its parent, subsidiaries, or affiliates.
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