WAM
Walker Asset Management Portfolio holdings
AUM
$178M
1-Year Est. Return
17.06%
1 Year Est. Return
+17.06%
AUM
$178M
AUM Growth
+$5.07M
(+2.9%)
Holding
152
Top Buys
| 1 | +$582K | |
| 2 | +$430K | |
| 3 | +$423K | |
| 4 |
Citigroup
C
|
+$237K |
| 5 |
Advanced Micro Devices
AMD
|
+$223K |
Top Sells
| 1 | +$363K | |
| 2 | +$328K | |
| 3 | +$290K | |
| 4 |
Schwab US TIPS ETF
SCHP
|
+$281K |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$263K |
Sector Composition
| 1 | Technology | 33.05% |
| 2 | Consumer Discretionary | 15.34% |
| 3 | Consumer Staples | 11.22% |
| 4 | Energy | 4.1% |
| 5 | Financials | 3.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Vanguard Long-Term Bond ETF
BLV
$5.82B
| – | – |
-3,232
|
|
||
152
Vanguard Intermediate-Term Bond ETF
BIV
$25.3B
| – | – |
-3,285
|
|