WFA
Wade Financial Advisory Portfolio holdings
AUM
$292M
This Quarter Return
+19.16%
1 Year Return
+5.04%
3 Year Return
+15.94%
5 Year Return
+86.37%
10 Year Return
–
AUM
$116M
AUM Growth
+$116M
(+15%)
Cap. Flow
+$214K
Cap. Flow
% of AUM
0.19%
Top 10 Holdings %
Top 10 Hldgs %
53.57%
Holding
69
New
9
Increased
21
Reduced
23
Closed
1
Top Buys
| 1 |
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
|
$3.29M |
| 2 |
iShares International Equity Factor ETF
INTF
|
$1.68M |
| 3 |
PepsiCo
PEP
|
$1.39M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.24M |
| 5 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$1.19M |
Top Sells
Sector Composition
| 1 | Technology | 3.66% |
| 2 | Consumer Staples | 2.28% |
| 3 | Consumer Discretionary | 1.3% |
| 4 | Communication Services | 0.84% |
| 5 | Healthcare | 0.44% |
