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
-1,750
Closed
$00%0
-8,059
Closed
$00%0
-41,169
Closed