tiprankstipranks
Trending News
More News >

WVS- ETF Advisor Income - New Portfolio

will smith

WVS- ETF Advisor Income
Individual Investor
Ranked #250,617 out of 815,638 TipRanks' Investors
Success Rate
79%
19 out of 24
profitable transactions
Average Return
2.27%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.09%
6-Month Return-
12-Month Return-
YTD Return▲ 2.41%
Total Return▲ 2.41%

Best Trade

Opened at
Closed at-
Gain▲ 8.38%

Bio

Performance

27.88%0-27.88%
▲ 6.03%
▲ 2.69%
Jan 2025
▼ 12.86%
▼ 1.27%
Feb 2025
▼ 1.80%
▼ 5.57%
Mar 2025
▲ 1.84%
▼ 0.87%
Apr 2025
▲ 12.20%
▲ 6.28%
May 2025
▲ 6.24%
▲ 5.14%
Jun 2025
▲ 27.88%
▲ 2.30%
▲ 1.95%
Jul 2025
▲ 6.60%
▲ 2.07%
▲ 0.46%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%
▼ 12.86%▼ 1.27%
▼ 1.80%▼ 5.57%
▲ 1.84%▼ 0.87%
▲ 12.20%▲ 6.28%
▲ 6.24%▲ 5.14%
▲ 27.88%▲ 2.30%▲ 1.95%
▲ 6.60%▲ 2.07%▲ 0.46%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
American Electric Power
4.61%
▲ 7.86%
2
Buy
Jul 14, 2025
Constellation Energy Corporation
3.58%
▼ 1.05%
2
Buy
Jul 14, 2025
Dominion Energy
4.53%
▲ 4.62%
2
Buy
Jul 14, 2025
Duke Energy
4.49%
▲ 5.68%
2
Buy
Jul 14, 2025
Enterprise Products Partners
11.82%
▲ 0.68%
2
Buy
Jul 14, 2025
Energy Transfer
11.5%
▲ 2.52%
2
Buy
Jul 14, 2025
NextEra Energy
4.24%
▼ 1.27%
2
Buy
Jul 14, 2025
Schwab US Dividend Equity ETF
36%
▲ 1.68%
2
Buy
Jul 14, 2025
Southern Co
4.33%
▲ 1.13%
2
Buy
Jul 14, 2025
Vanguard Dividend Appreciation ETF
9.58%
▲ 2.14%
2
Buy
Jul 14, 2025
Vistra Energy
3.64%
▼ 0.36%
2
Buy
Jul 14, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
1.68%
▲ 3.57%
2
Buy
Jul 14, 2025