WFS

Walker Financial Services Portfolio holdings

AUM $257M
1-Year Est. Return 1.69%
This Quarter Est. Return
1 Year Est. Return
+1.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$41.7M
2 +$21.3M
3 +$13.5M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.94M
5
MSFT icon
Microsoft
MSFT
+$3.35M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.5%
2 Consumer Staples 2.67%
3 Financials 2.34%
4 Industrials 0.24%
5 Consumer Discretionary 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
0