WFS
Walker Financial Services Portfolio holdings
AUM
$220M
This Quarter Return
+2.19%
1 Year Return
+4.53%
3 Year Return
+12.5%
5 Year Return
–
10 Year Return
–
AUM
$97M
AUM Growth
+$97M
(0%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
92.39%
Holding
24
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 4.21% |
| 2 | Financials | 2.1% |
| 3 | Consumer Staples | 1.77% |
| 4 | Consumer Discretionary | 0.44% |
| 5 | Industrials | 0.41% |
