PA

Paracle Advisors Portfolio holdings

AUM $551M
1-Year Est. Return 50.34%
This Quarter Est. Return
1 Year Est. Return
+50.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$405M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$2.34M
3
+$1.96M
4
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$1.92M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.9M

Top Sells

1
+$771K
2
+$613K
3
+$569K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$328K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$320K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$318K 0.08%
1,081
52
$309K 0.08%
1,798
+2
53
$301K 0.07%
2,539
54
$299K 0.07%
10,008
+2,070
55
$289K 0.07%
5,496
+2
56
$277K 0.07%
14,604
57
$273K 0.07%
9,615
58
$264K 0.07%
1,319
59
$249K 0.06%
3,188
60
$243K 0.06%
4,619
61
$236K 0.06%
2,940
62
$231K 0.06%
4,198
+226
63
$228K 0.06%
+2,449
64
$208K 0.05%
6,141
-301
65
$207K 0.05%
+5,345
1 2
3