WAL

W Advisors LLC Portfolio holdings

AUM $190M
1-Year Est. Return 16.59%
This Quarter Est. Return
1 Year Est. Return
+16.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160M
AUM Growth
-$1.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$858K
2 +$586K
3 +$505K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$490K
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$391K

Top Sells

1 +$720K
2 +$596K
3 +$584K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$536K
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$465K

Sector Composition

1 Technology 11.58%
2 Healthcare 6.88%
3 Consumer Staples 4.31%
4 Financials 4.29%
5 Energy 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-7,192