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
$494M
AUM Growth
+$2.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$8.72M
2
+$8.17M
3
+$7.86M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$6.2M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$4.72M

Top Sells

1
+$10.3M
2
+$4.24M
3
+$4.1M
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$4.08M
5
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$3.61M

Sector Composition

1 Technology 5.74%
2 Financials 1.84%
3 Communication Services 1.42%
4 Consumer Staples 1.04%
5 Consumer Discretionary 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-1,250
302
– –
-1,847
303
– –
-1,945
9 10 11 12
13