WFAL
WJ Financial Advisors LLC Portfolio holdings
AUM
$103M
1 Year Est. Return
–
AUM
$103M
AUM Growth
–
Holding
108
Top Buys
| 1 | +$5.56M | |
| 2 | +$5.43M | |
| 3 | +$4.48M | |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
+$3.98M |
| 5 |
Amazon
AMZN
|
+$3.76M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 12.01% |
| 2 | Financials | 8.6% |
| 3 | Consumer Staples | 4.6% |
| 4 | Consumer Discretionary | 4.38% |
| 5 | Healthcare | 3.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
PFN
101
PIMCO Income Strategy Fund II
PFN
$709M
| $234K | 0.23% |
+30,881
|
|
||
102
Energy Select Sector SPDR Fund
XLE
$26.5B
| $225K | 0.22% |
+2,520
|
|
||
103
Vanguard Dividend Appreciation ETF
VIG
$97.7B
| $224K | 0.22% |
+1,038
|
|
||
104
Vanguard Value ETF
VTV
$146B
| $214K | 0.21% |
+1,145
|
|
||
105
iShares MSCI United Kingdom ETF
EWU
$2.91B
| $213K | 0.21% |
+5,085
|
|
||
106
Direxion Daily Semiconductor Bear 3X Shares
SOXS
$992M
| $177K | 0.17% |
+34,300
|
|
||
|
GLO
107
Clough Global Opportunities Fund
GLO
$243M
| $134K | 0.13% |
+23,591
|
|
||
108
Sana Biotechnology
SANA
$1.04B
| $42.6K | 0.04% |
+12,000
|
|