PA
Paracle Advisors Portfolio holdings
AUM
$551M
This Quarter Return
-0.51%
1 Year Return
+50.34%
3 Year Return
+30.9%
5 Year Return
+59.38%
10 Year Return
–
AUM
$413M
AUM Growth
+$413M
(+1.9%)
Cap. Flow
+$9.81M
Cap. Flow
% of AUM
2.38%
Top 10 Holdings %
Top 10 Hldgs %
67.75%
Holding
70
New
5
Increased
29
Reduced
21
Closed
1
Top Buys
| 1 |
WisdomTree US MidCap Dividend Fund
DON
|
$2.07M |
| 2 |
Vanguard Total Bond Market
BND
|
$1.91M |
| 3 |
Vanguard Mid-Cap ETF
VO
|
$1.8M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.18M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.11M |
Top Sells
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
$1.12M |
| 2 |
Invesco S&P 500 Pure Growth ETF
RPG
|
$1.07M |
| 3 |
iShares Russell Mid-Cap ETF
IWR
|
$503K |
| 4 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$362K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$348K |
