WCFA

Walkner Condon Financial Advisors Portfolio holdings

AUM $631M
1-Year Est. Return 14.76%
This Quarter Est. Return
1 Year Est. Return
+14.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$490M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1 +$5.54M
2 +$2.55M
3 +$2.34M
4
ANET icon
Arista Networks
ANET
+$2.32M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.72M

Sector Composition

1 Technology 6.27%
2 Communication Services 1.65%
3 Financials 1.63%
4 Healthcare 1.25%
5 Consumer Staples 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-4,310