WCFA
Walkner Condon Financial Advisors Portfolio holdings
AUM
$720M
1-Year Est. Return
18.3%
This Fund
S&P 500
1 Year Est. Return
+18.3%
AUM
$439M
AUM Growth
+$61.9M
(+16%)
Holding
280
Top Buys
| 1 | +$8.97M | |
| 2 | +$8.28M | |
| 3 | +$4.46M | |
| 4 |
First Trust Alternative Absolute Return Strategy ETF
FAAR
|
+$2.35M |
| 5 |
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF
FTRI
|
+$2.11M |
Top Sells
| 1 | +$6.5M | |
| 2 | +$5.44M | |
| 3 | +$3.91M | |
| 4 |
First Trust Global Tactical Commodity Strategy Fund
FTGC
|
+$2.24M |
| 5 |
State Street SPDR Portfolio Europe ETF
SPEU
|
+$1.92M |
Sector Composition
| 1 | Technology | 5.92% |
| 2 | Communication Services | 2.02% |
| 3 | Financials | 1.78% |
| 4 | Healthcare | 1.22% |
| 5 | Consumer Discretionary | 0.8% |