Long-term investor
Wmg Financial Advisors, LLC @wmgfinancialadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001906711).
Record
- Tracked since 2025-06-30 (434 days), 230 trades recorded
- Returns: week n/a · month n/a · 90 days +9.3% · 6 months +11.5% · 1 year +19.4% · all +19.4%
- Max drawdown 0.0% · Sharpe 1.46 · win rate 60% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AVUS · 24.4% · long · since 2025-06-30
- AVUV · 13.6% · long · since 2025-06-30
- AVDE · 6.7% · long · since 2025-06-30
- HECA · 4.8% · long · since 2025-12-31
- AVMV · 4.1% · long · since 2025-06-30
- AVDV · 3.8% · long · since 2025-06-30
- AVEM · 3.7% · long · since 2025-06-30
- VGT · 2.8% · long · since 2025-06-30
- SPMO · 2.8% · long · since 2025-06-30
- AAPL · 2.6% · long · since 2025-06-30
- BUXX · 2.3% · long · since 2025-06-30
- NVDA · 2.0% · long · since 2025-06-30