WCFA
Walkner Condon Financial Advisors Portfolio holdings
AUM
$543M
1-Year Return
14.28%
This Quarter Return
+1.56%
1 Year Return
+14.28%
3 Year Return
+41.65%
5 Year Return
+54.77%
10 Year Return
–
AUM
$463M
AUM Growth
-$7.97M
(-1.7%)
Cap. Flow
-$13.9M
Cap. Flow
% of AUM
-3%
Top 10 Holdings %
Top 10 Hldgs %
30.72%
Holding
275
New
9
Increased
97
Reduced
135
Closed
20
Top Buys
Top Sells
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$4.17M |
| 2 |
Meta Platforms (Facebook)
META
|
$2.57M |
| 3 |
MGE Energy Inc
MGEE
|
$2.49M |
| 4 |
JPMorgan Chase
JPM
|
$1.51M |
| 5 |
Unity
U
|
$1.39M |
Sector Composition
| 1 | Technology | 6.21% |
| 2 | Communication Services | 1.82% |
| 3 | Financials | 1.52% |
| 4 | Healthcare | 1.03% |
| 5 | Consumer Staples | 0.96% |
