WCFA

Walkner Condon Financial Advisors Portfolio holdings

AUM $494M
AUM
$494M
AUM Growth
+$2.27M
Cap. Flow
+$25.4M
Cap. Flow %
5.13%
Top 10 Hldgs %
32.86%
Holding
303
New
21
Increased
121
Reduced
104
Closed
36
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$00%0
-1,303
Closed
$00%0
-45,467
Closed
$00%0
-14,855
Closed
$00%0
-4,489
Closed
$00%0
-7,254
Closed
$00%0
-2,908
Closed
$00%0
-19,000
Closed
$00%0
-13,000
Closed
$00%0
-47,200
Closed
$00%0
-14,132
Closed
$00%0
-4,010
Closed
$00%0
-32,217
Closed
$00%0
-12,942
Closed
$00%0
-37,945
Closed
$00%0
-35,891
Closed
$00%0
-17,500
Closed
$00%0
-4,157
Closed
$00%0
-9,251
Closed
$00%0
-36,355
Closed
$00%0
-8,590
Closed
$00%0
-33,420
Closed
$00%0
-6,958
Closed
$00%0
-14,831
Closed
$00%0
-16,354
Closed
$00%0
-2,166
Closed