WFA
Wade Financial Advisory Portfolio holdings
AUM
$292M
This Quarter Return
+7.26%
1 Year Return
+5.04%
3 Year Return
+15.94%
5 Year Return
+86.37%
10 Year Return
–
AUM
$127M
AUM Growth
+$127M
(+9.7%)
Cap. Flow
+$5.24M
Cap. Flow
% of AUM
4.13%
Top 10 Holdings %
Top 10 Hldgs %
54.09%
Holding
73
New
5
Increased
23
Reduced
18
Closed
5
Top Buys
| 1 |
Apple
AAPL
|
$1.98M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$840K |
| 3 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$617K |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$516K |
| 5 |
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
|
$449K |
Top Sells
Sector Composition
| 1 | Technology | 3.99% |
| 2 | Consumer Staples | 2.26% |
| 3 | Consumer Discretionary | 1.08% |
| 4 | Communication Services | 0.79% |
| 5 | Healthcare | 0.45% |
