Drew Waldron Portfolio
Invests via Canvas Wealth Advisors LLC | Managed by Drew R. Waldron, Scott R. Wesley
Invests via Canvas Wealth Advisors LLC
Managed by Drew R. Waldron, Scott R. Wesley
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Drew Waldron Profile
Drew Waldron is a seasoned entrepreneur with a rich background in technology commercialization. He has successfully launched and scaled several startups, driving innovation within competitive markets. Known for his expertise in leveraging emerging technologies, he plays a pivotal role in transforming concepts into viable business models that capture market interest. With extensive experience working across various sectors, Drew is recognized for identifying unique opportunities that meet consumer needs while generating value. His leadership combines operational acumen with strategic vision, making him an influential figure in the entrepreneurial landscape.
Drew Waldron is a seasoned entrepreneur with a rich background in technology commercialization. He has successfully launched and scaled several startups, driving innovation within competitive markets. Known for his expertise in leveraging emerging technologies, he plays a pivotal role in transforming concepts into viable business models that capture market interest. With extensive experience working across various sectors, Drew is recognized for identifying unique opportunities that meet consumer needs while generating value. His leadership combines operational acumen with strategic vision, making him an influential figure in the entrepreneurial landscape.
Investment Philosophy & Strategy
Innovation is at the heart of Drew Waldron's investment approach. With a strong focus on leveraging transformative technologies, he identifies promising startups poised to disrupt established markets. His entrepreneurial acumen allows him to evaluate businesses not just for their current potential but also for their scalability and adaptability in evolving landscapes. Emphasizing operational excellence, strategic execution often guides his decision-making processes, ensuring that chosen ventures align with market demand while fostering sustainable growth. Through calculated investments, he aims to foster companies that deliver both groundbreaking solutions and robust financial performance.
Innovation is at the heart of Drew Waldron's investment approach. With a strong focus on leveraging transformative technologies, he identifies promising startups poised to disrupt established markets. His entrepreneurial acumen allows him to evaluate businesses not just for their current potential but also for their scalability and adaptability in evolving landscapes. Emphasizing operational excellence, strategic execution often guides his decision-making processes, ensuring that chosen ventures align with market demand while fostering sustainable growth. Through calculated investments, he aims to foster companies that deliver both groundbreaking solutions and robust financial performance.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
168.13%
Gain +0.1%
Monthly
1.56%
Yearly
20.35%
Drawdown
28.71%
$720.25M
Equity
Holdings
$720.25M
Investment
$461.16M
$277.47M
Profit -$135,010.15
Realized
$18.38M
Unrealized
$259.09M
Dividends
$22.43M
Goals
Avg. 56.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.1%
Profit
-$135,010.15
Win %
76%
This Week
Compared To Last Week
Gain
-1.16%
Profit
-$8.42M
Win %
76%
This Month
Compared to last month
Gain
-1.48%
Profit
-$10.81M
Win %
76%
This Year
Compared to last year
Gain
0.65%
Profit
$4.74M
Win %
76%
NFE New Fortress Energy Inc.
+7.33%
+$212.96 
AVAV AeroVironment Inc.
+6.38%
+$120,260.16 
F Ford Motor Company
+3.27%
+$5,780.28 
AAPL Apple Inc.
+3.16%
+$1.07M 
PM Philip Morris International Inc.
+2.08%
+$7,650.99 
FSLR First Solar, Inc.
+2.03%
+$3,811 
UBER Uber Technologies, Inc.
+1.53%
+$259,502.7 
MELI MercadoLibre, Inc.
+1.52%
+$60,991.49 
ABBV AbbVie Inc.
+1.37%
+$8,987.25 
NTRS Northern Trust Corporation
+1.26%
+$4,714.24 
MO Altria Group, Inc.
+1.19%
+$4,450.95 
ACN Accenture plc Class A
+1.07%
+$4,129.65 
PANW Palo Alto Networks, Inc.
+1.01%
+$166,103.6 
GOOGL Alphabet Inc
+0.67%
+$253,108.05 
GOOG Alphabet Inc
+0.64%
+$19,405.12 
PNC The PNC Financial Services Group, Inc.
+0.64%
+$2,212.44 
UPS United Parcel Service, Inc.
+0.57%
+$1,269.96 
KO The Coca-Cola Company
+0.48%
+$2,340.9 
SCHW Charles Schwab Corporation
+0.47%
+$2,886.5 
CRWD CrowdStrike Holdings, Inc.
+0.46%
+$34,598.4 
ATR AptarGroup, Inc.
+0.46%
+$1,657.04 
SPCX Space Exploration Technologies Corp. Class A
+0.35%
+$7,761.64 
C Citigroup Inc.
+0.32%
+$880 
VZ Verizon Communications Inc.
+0.27%
+$1,037.2 
NU Nu Holdings Ltd.
+0.27%
+$587.32 
USB U.S. Bancorp
+0.2%
+$561.62 
BUSE First Busey Corporation
+0.2%
+$1,593.3 
KVUE Kenvue Inc.
+0.2%
+$1,108.69 
ET Energy Transfer L.P.
+0.18%
+$1,546.88 
CB Chubb Limited
+0.16%
+$363.96 
PG Procter & Gamble Co
+0.15%
+$547.82 
BRK-A Berkshire Hathaway Inc.
+0.13%
+$3,834.56 
TDG TransDigm Group Inc.
+0.09%
+$193.33 
PEP PepsiCo, Inc.
+0.07%
+$260.2 
LLY Eli Lilly and Company
+0.07%
+$1,194.4 
TRV The Travelers Companies, Inc.
+0.06%
+$215.05 
DE Deere & Company
+0.06%
+$194.46 
CFFN Capitol Federal Financial, Inc.
+0.05%
+$79.74 
NEE NextEra Energy, Inc.
+0.04%
+$161.77 
RTX RTX Corporation
+0.01%
+$32.28 
BOXX Alpha Architect 1-3 Month Boxx Fund
0%
+$51.25 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
EQPT EquipmentShare.com Inc.
-5.76%
-$103,042.8 
LRCX Lam Research Corporation
-5.1%
-$53,581.86 
INTC Intel Corporation
-4.92%
-$23,308.72 
ORCL Oracle Corporation
-4.63%
-$30,234.16 
MU Micron Technology, Inc.
-4.49%
-$61,201.24 
DELL Dell Technologies Inc.
-3.94%
-$13,742.61 
WDC Western Digital Corporation
-3.91%
-$16,723.25 
KKR KKR & Co. Inc.
-3.41%
-$16,109.9 
AMD Advanced Micro Devices, Inc.
-3.12%
-$654,861.67 
KLAC KLA Corporation
-3.01%
-$8,187.86 
IBM International Business Machines Corporation
-2.85%
-$10,606.99 
GEV GE Vernova Inc.
-2.84%
-$7,778.88 
AMAT Applied Materials, Inc.
-2.65%
-$10,169.61 
GLW Corning Incorporated
-2.64%
-$4,352.11 
SOLV Solventum Corporation
-2.59%
-$13,113.24 
BX Blackstone Inc.
-2.5%
-$5,731.61 
SOXX iShares Semiconductor ETF
-2.38%
-$5,401.68 
MAA Mid-America Apartment Communities, Inc.
-2.38%
-$8,926.38 
CTOS Custom Truck One Source, Inc.
-2.33%
-$1.29M 
NVDA NVIDIA Corporation
-2.24%
-$576,786.27 
DEHP Dimensional Emerging Markets High Profitability ETF
-2.21%
-$5,825.98 
AMGN Amgen Inc.
-2.2%
-$5,646.09 
NAD Nuveen Quality Municipal Income Fund
-2.2%
-$5,519.6 
LNN Lindsay Corporation
-2.18%
-$6,964.32 
DGX Quest Diagnostics Inc.
-2.15%
-$6,038.37 
SMH VanEck Semiconductor ETF
-2.13%
-$16,645.03 
PLTR Palantir Technologies Inc.
-2.1%
-$471,133.9 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-2%
-$32,603.2 
NKE Nike, Inc. - Class B
-1.99%
-$15,298.58 
FEMR Fidelity Enhanced Emerging Markets ETF
-1.99%
-$4,070.23 
BDX Becton, Dickinson and Company
-1.96%
-$5,577.4 
IEMG iShares Core MSCI Emerging Markets ETF
-1.95%
-$16,097.99 
MRK Merck & Co., Inc.
-1.94%
-$8,502.19 
STX Seagate Technology Holdings plc
-1.93%
-$10,644.22 
AVEM Avantis Emerging Markets Equity ETF
-1.87%
-$102,446.04 
ASML ASML Holding N.V. New York Registry Shares
-1.86%
-$51,520.42 
DFEV Dimensional Emerging Markets Value ETF
-1.85%
-$8,592.42 
APO Apollo Global Management, Inc.
-1.81%
-$4,837.17 
HD The Home Depot, Inc.
-1.71%
-$10,480.4 
ANET Arista Networks, Inc.
-1.66%
-$7,299.18 
EMR Emerson Electric Co.
-1.63%
-$3,501.24 
TOST Toast Inc.
-1.59%
-$6,385.48 
META Meta Platforms Inc Class A
-1.53%
-$58,675.5 
SYK Stryker Corporation
-1.52%
-$7,701.22 
CAH Cardinal Health Inc.
-1.49%
-$4,344.69 
BN Brookfield Corporation
-1.48%
-$2,724.03 
ETN Eaton Corporation plc
-1.46%
-$6,602.88 
VWO Vanguard FTSE Emerging Markets ETF
-1.45%
-$3,386.89 
PWR Quanta Services Inc.
-1.44%
-$17,448.99 
LPRE Long Pond Real Estate Select ETF
-1.41%
-$4,393.6 
APH Amphenol Corporation
-1.39%
-$9,588 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-1.38%
-$10,916.22 
CSCO Cisco Systems, Inc.
-1.34%
-$10,142.19 
CWT California Water Service Group
-1.33%
-$11,272.14 
VBK Vanguard Small-Cap Growth ETF
-1.3%
-$21,217.6 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-1.28%
-$2,883.87 
XLK State Street Technology Select Sector SPDR ETF
-1.27%
-$4,856.48 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.27%
-$20,003.12 
SCHA Schwab U.S. Small-Cap ETF
-1.26%
-$2,704.04 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1.26%
-$3,620.64 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.25%
-$47,512.05 
CAT Caterpillar Inc.
-1.25%
-$8,058 
LIN Linde plc
-1.25%
-$3,067.14 
VEU Vanguard FTSE All-World ex-US ETF
-1.24%
-$5,300 
EFG iShares MSCI EAFE Growth ETF
-1.21%
-$14,743.76 
SE Sea Ltd.
-1.21%
-$4,632.16 
AVGE FRCL 3 2022Q3 Hb Float
-1.17%
-$5,716.44 
SCHM Schwab U.S. Mid-Cap ETF
-1.16%
-$3,362.41 
SCHF Schwab International Equity ETF
-1.15%
-$3,188.9 
TSLA Tesla, Inc.
-1.15%
-$180,154.32 
FESM Fidelity Enhanced Small Cap ETF
-1.13%
-$6,558.82 
GS The Goldman Sachs Group, Inc.
-1.1%
-$2,274 
QGEN QIAGEN N.V.
-1.09%
-$14,005.33 
TXN Texas Instruments Inc
-1.06%
-$1,911.3 
ORLY O'Reilly Automotive Inc.
-1.06%
-$4,317.95 
FNDC Schwab Fundamental International Small Company Index ETF
-1.06%
-$2,933.82 
FNDF Schwab Fundamental International Large Company Index ETF
-1.03%
-$4,867.95 
DIHP Dimensional International High Profitability Portfolio
-1.02%
-$4,923.49 
QQQ Invesco QQQ Trust, Series 1
-1.02%
-$5,365.54 
RYT Invesco S&P 500 Equal Weight ETF
-1.01%
-$2,691.66 
QQQM Invesco NASDAQ 100 ETF
-1.01%
-$21,651.03 
MS Morgan Stanley
-1.01%
-$4,719.7 
IWM iShares Russell 2000 ETF
-1.01%
-$3,042.91 
VB Vanguard Small-Cap ETF
-1%
-$33,891.06 
AVDV Avantis International Small Cap Value ETF
-1%
-$9,399.45 
FBCG Fidelity Blue Chip Growth Fund
-0.99%
-$9,514.78 
HOOD Robinhood Markets, Inc.
-0.97%
-$47,820.64 
AVDE Avantis International Equity ETF
-0.96%
-$166,237.3 
VGT Vanguard Information Technology ETF
-0.95%
-$9,393.2 
MDY SPDR S&P MidCap 400 ETF Trust
-0.95%
-$5,663.1 
CLX The Clorox Company
-0.95%
-$79,922.1 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.95%
-$5,736.2 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.94%
-$2,530.72 
HSIC Henry Schein, Inc.
-0.94%
-$1,980.83 
MVIS Microvision Inc.
-0.93%
-$0.69 
IJH iShares Core S&P Mid-Cap ETF
-0.93%
-$7,102.2 
MRTN Marten Transport, Ltd.
-0.93%
-$1,647.49 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.93%
-$6,771.37 
MMM 3M Company
-0.93%
-$7,752 
UNH UnitedHealth Group Incorporated
-0.92%
-$3,159.51 
IYW iShares U.S. Technology ETF
-0.91%
-$24,721.62 
DFIC Dimensional International Core Equity Market ETF
-0.91%
-$21,565.54 
IWF iShares Russell 1000 Growth ETF
-0.91%
-$2,526.59 
IEFA iShares Core MSCI EAFE ETF
-0.9%
-$43,295.62 
GPIQ Nasdaq 100 Core Premium Income ETF
-0.9%
-$1,935.66 
IJR iShares Core S&P Small-Cap ETF
-0.89%
-$107,139.52 
DFAI Dimensional International Core Equity Market ETF
-0.85%
-$2,174.3 
EFA iShares MSCI EAFE ETF
-0.85%
-$2,197.65 
IEF iShares 7-10 Year Treasury Bond ETF
-0.85%
-$4,160.5 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
-0.85%
-$14,718.75 
BLK BlackRock, Inc.
-0.84%
-$2,061 
DUHP Dimensional US High Profitability ETF
-0.82%
-$13,522.97 
VO Vanguard Mid-Cap ETF
-0.81%
-$3,461.59 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.8%
-$4,929.12 
BMY Bristol-Myers Squibb Company
-0.79%
-$2,322.54 
DFCF Dimensional Core Fixed Income ETF
-0.79%
-$4,968.93 
AVIV Avantis International Large Cap Value ETF
-0.78%
-$11,343.25 
IUSG iShares Core S&P U.S. Growth ETF
-0.78%
-$149,774.79 
PFE Pfizer Inc.
-0.77%
-$2,429.5 
AVGO Broadcom Inc.
-0.76%
-$28,406.04 
FENI Fidelity Enhanced International ETF
-0.76%
-$4,898.62 
BBEU JPMorgan BetaBuilders Europe Fund
-0.76%
-$1,624.35 
DFGR Dimensional Global Real Estate ETF
-0.75%
-$7,633.57 
DISV Dimensional International Small Cap Equity Fund
-0.74%
-$4,052.07 
DFAS Dimensional U.S. Small Cap ETF
-0.73%
-$7,917.98 
MUB iShares National Muni Bond ETF
-0.72%
-$16,322.25 
AVMC Avantis U.S. Mid Cap Equity ETF
-0.71%
-$8,649.67 
FBND Fidelity Total Bond ETF
-0.7%
-$20,091.41 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.69%
-$5,557.44 
VTV Vanguard Value ETF
-0.67%
-$13,902.57 
AEP American Electric Power Company, Inc.
-0.67%
-$1,562.89 
RSP Invesco S&P 500 Equal Weight ETF
-0.67%
-$6,253.39 
DFLV Dimensional US Large Cap Value ETF
-0.66%
-$3,001.07 
MAR Marriott International Inc. - Class A
-0.66%
-$1,271.76 
AGG iShares Core U.S. Aggregate Bond ETF
-0.66%
-$36,951.29 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.63%
-$51,620.62 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.63%
-$28,335.72 
MHD BlackRock MuniHoldings Fund Inc.
-0.63%
-$2,857.89 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.62%
-$199,179.54 
DFUS Dimensional U.S. Equity Market ETF
-0.62%
-$18,081.13 
VHT Vanguard Health Care ETF
-0.62%
-$2,157.53 
SCHB Schwab U.S. Broad Market ETF
-0.61%
-$3,283.92 
AVUS Avantis U.S. Equity ETF
-0.61%
-$18,488.37 
AVLC Avantis U.S. Large Cap Equity ETF
-0.61%
-$50,538.95 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.61%
-$6,398.52 
VOO Vanguard S&P 500 ETF
-0.6%
-$67,551.18 
SPY SPDR S&P 500 ETF Trust
-0.59%
-$9,218.59 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.59%
-$2,812.71 
IVV iShares Core S&P 500 ETF
-0.58%
-$61,709.6 
WFC Wells Fargo & Company
-0.57%
-$1,494.81 
SCHX Schwab U.S. Large-Cap ETF
-0.57%
-$1,629.12 
SHOP Shopify Inc.
-0.52%
-$5,514.96 
AVUV Avantis U.S. Small Cap Value ETF
-0.52%
-$17,965.83 
JEPI JPMorgan Equity Premium Income Fund
-0.51%
-$2,901.74 
GPIX S&P 500 Core Premium Income Fund
-0.51%
-$3,302.01 
POR Portland General Electric Company
-0.51%
-$1,005.25 
GE General Electric Company
-0.5%
-$2,327.16 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.5%
-$81,213.96 
MGK Vanguard Mega Cap Growth ETF
-0.5%
-$3,476.25 
EMLP First Trust North American Energy Infrastructure Fund
-0.5%
-$1,547.91 
AMZN Amazon.com Inc
-0.49%
-$149,310.24 
VUG Vanguard Growth ETF
-0.48%
-$20,157.06 
DFSV Dimensional US Small Cap Value ETF
-0.47%
-$7,507.3 
VIG Vanguard Dividend Appreciation ETF
-0.46%
-$1,637.9 
AXP American Express Company
-0.46%
-$2,365.88 
PSX Phillips 66
-0.45%
-$1,538.72 
MA Mastercard Incorporated
-0.45%
-$4,131.49 
IYC iShares U.S. Consumer Discretionary ETF
-0.44%
-$2,401.12 
FELC Fidelity Enhanced Large Cap Core ETF
-0.44%
-$1,316.51 
AVLV Avantis U.S. Large Cap Value ETF
-0.43%
-$1,790.51 
JPM JPMorgan Chase & Co.
-0.42%
-$22,941 
BINC iShares Flexible Income Active ETF
-0.42%
-$15,217.06 
CRM Salesforce Inc
-0.39%
-$12,879.36 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.39%
-$3,460.26 
BSV Vanguard Short-Term Bond ETF
-0.36%
-$1,975.87 
TMO Thermo Fisher Scientific Inc.
-0.35%
-$1,971.9 
IUSV iShares Core S&P U.S. Value ETF
-0.34%
-$31,666.44 
COWZ Pacer US Cash Cows 100 ETF
-0.34%
-$4,171.02 
IWD iShares Russell 1000 Value ETF
-0.34%
-$5,508 
IVE ISHARES S&P 500 VALUE ETF
-0.32%
-$853.15 
VONV Vanguard Russell 1000 Value Index Fund
-0.32%
-$2,384.28 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.32%
-$4,679.51 
CVX Chevron Corporation
-0.31%
-$1,681.98 
TNGY Tortoise Energy Fund, Inc.
-0.31%
-$500.69 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
-0.31%
-$2,207.48 
JNJ Johnson & Johnson
-0.3%
-$2,903.2 
SCHD Schwab U.S. Dividend Equity ETF
-0.29%
-$40,111.8 
KMB Kimberly-Clark Corporation
-0.28%
-$12,169.64 
TMUS T-Mobile US, Inc.
-0.28%
-$927 
BAC Bank of America Corporation
-0.26%
-$1,994.24 
MCD McDonald's Corporation
-0.2%
-$1,653.87 
COST Costco Wholesale Corporation
-0.18%
-$3,113.22 
NFLX Netflix, Inc.
-0.17%
-$830.04 
V Visa Inc. Class A
-0.13%
-$867.15 
NGL NGL Energy Partners L.P.
-0.09%
-$300 
JPST JPMorgan Ultra-Short Income ETF
-0.08%
-$2,381.32 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.07%
-$1,647.62 
PB Prosperity Bancshares Inc.
-0.06%
-$118 
MSFT Microsoft Corp.
-0.05%
-$20,606 
SNOW Snowflake Inc.
-0.04%
-$178.8 
WMT Walmart Inc.
-0.04%
-$1,032.36 
NOW ServiceNow, Inc.
-0.03%
-$1,283.58 
PSQA Palmer Square CLO Senior Debt ETF
-0.03%
-$318.03 
VDC VANGUARD CONSUMER STAPLES ETF
-0.03%
-$307.12 
TJX The TJX Companies, Inc.
-0.03%
-$72.92 
TMHC Taylor Morrison Home Corporation
-0.03%
-$160.32 
JAAA Janus Henderson AAA CLO ETF
-0.02%
-$89 
BRK-B Berkshire Hathaway Inc.
-0.01%
-$546.32 
EPD Enterprise Products Partners L.P.
-0.01%
-$18.68 Events
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Dividends
Dividend Analysis
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No Data
| Trades 3262 | Longs Won 2085/3262 63% | Profit Factor 5.63 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $516,067.98 |
| Average Win $161,798.57 | Best Trade (Sep 03) $12.74M | Sharpe Ratio -9.39 |
| Average Loss -$50,877.2 | Worst Trade (Dec 31) -$2.11M | Z-Score 2.65 (99.2%) |
| Commissions $0 | Avg. Trade Length 1y 6m | Expectancy $85,060.57 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 14,085 | 12,676 | 11,268 | 9,859 | 8,451 | 7,042 | 5,634 | 4,225 | 2,817 | 1,408 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 106,892 | $15.84M | $34.77M | - | $18.93M | 119.48% | +3.162% |
| ABBV AbbVie Inc. | 2,605 | $517,594.17 | $662,607.8 | - | $145,013.63 | 28.02% | +1.375% |
| ACN Accenture plc Class A | 2,185 | $271,901.4 | $388,252.65 | - | $116,351.25 | 42.79% | +1.075% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 2,913 | $221,708.43 | $223,164.93 | - | $1,456.5 | 0.66% | -1.276% |
| AEP American Electric Power Company, Inc. | 1,883 | $219,923.73 | $233,190.72 | - | $13,266.99 | 6.03% | -0.666% |
| AGG iShares Core U.S. Aggregate Bond ETF | 58,191 | $5.82M | $5.59M | - | -$231,216.8 | -3.97% | -0.657% |
| AMAT Applied Materials, Inc. | 817 | $149,506.78 | $372,880.84 | - | $223,374.06 | 149.41% | -2.655% |
| AMD Advanced Micro Devices, Inc. | 40,261 | $4.04M | $20.32M | - | $16.29M | 403.32% | -3.121% |
| AMGN Amgen Inc. | 655 | $230,800.66 | $250,635.75 | - | $19,835.09 | 8.59% | -2.203% |
| AMZN Amazon.com Inc | 120,898 | $20.11M | $30.37M | - | $10.25M | 50.98% | -0.489% |
| ANET Arista Networks, Inc. | 2,281 | $243,059.14 | $432,762.75 | - | $189,703.61 | 78.05% | -1.659% |
| APH Amphenol Corporation | 8,500 | $216,712.98 | $681,802 | - | $465,089.02 | 214.61% | -1.387% |
| APO Apollo Global Management, Inc. | 2,041 | $286,153.3 | $262,493.01 | - | -$23,660.29 | -8.27% | -1.809% |
| ASML ASML Holding N.V. New York Registry Shares | 1,603 | $1.11M | $2.72M | - | $1.62M | 146.05% | -1.858% |
| ATR AptarGroup, Inc. | 2,959 | $358,664.84 | $362,980.53 | - | $4,315.69 | 1.2% | +0.459% |
| AVAV AeroVironment Inc. | 13,392 | $2.73M | $2.01M | - | -$721,070.21 | -26.44% | +6.378% |
| AVDE Avantis International Equity ETF | 185,740 | $12.26M | $17.1M | - | $4.84M | 39.51% | -0.963% |
| AVDV Avantis International Small Cap Value ETF | 8,430 | $844,145.31 | $933,833.25 | - | $89,687.94 | 10.62% | -0.997% |
| AVEM Avantis Emerging Markets Equity ETF | 57,073 | $3.65M | $5.38M | - | $1.73M | 47.55% | -1.869% |
| AVGE FRCL 3 2022Q3 Hb Float | 4,824 | $367,852.66 | $481,314.6 | - | $113,461.94 | 30.84% | -1.174% |
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FAQ
Which stocks have generated the highest profits for Drew Waldron?
The largest contributions to the portfolio's profits come from the following stocks: Advanced Micro Devices, Inc - $7.88M, 3M Company - $3.81M, Palantir Technologies Inc - $3.65M, Custom Truck One Source, Inc - $3.62M, and iShares Core S&P 500 ETF - $3.26M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Teladoc Health Inc - $5.84M, DocuSign Inc - $4.15M, Dentsply Sirona Inc - $3.18M, Block, Inc - $2.58M, and Alibaba Group Holding Limited SP ADR - $1.66M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Drew Waldron's portfolio generate?
The portfolio generates substantial dividend income, with a total of $22.43M earned over time. The largest contributors to dividend income include Avantis International Equity ETF - $1.03M, Microsoft Corp - $1.02M, Schwab U.S. Dividend Equity ETF - $937,478.92, iShares Core S&P Total U.S. Stock Market ETF - $835,689.69, and Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF - $799,970.94. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Drew Waldron's monthly returns?
Drew Waldron's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Drew Waldron's strategy be considered aggressive or moderate?
Drew Waldron's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Drew Waldron's strategy?
Drew Waldron's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
