WAL
W Advisors LLC Portfolio holdings
AUM
$174M
1-Year Est. Return
13.42%
1 Year Est. Return
+13.42%
AUM
$160M
AUM Growth
-$1.9M
(-1.2%)
Holding
126
Top Buys
| 1 | +$858K | |
| 2 | +$586K | |
| 3 | +$505K | |
| 4 |
iShares Russell 1000 ETF
IWB
|
+$490K |
| 5 |
Vanguard Russell 2000 ETF
VTWO
|
+$391K |
Top Sells
| 1 | +$720K | |
| 2 | +$596K | |
| 3 | +$584K | |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$536K |
| 5 |
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
Vanguard Russell 1000 Value ETF
VONV
$13.8B
| – | – |
-7,192
|
|