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
$104M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$12.7M
3
+$9.21M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$8.13M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$6.92M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.59%
2 Utilities 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$772K 0.74%
+28,631
27
$770K 0.74%
+19,698
28
$760K 0.73%
+19,580
29
$753K 0.73%
+4,547
30
$641K 0.62%
+9,829
31
$624K 0.6%
+16,048
32
$613K 0.59%
+8,344
33
$573K 0.55%
+21,644
34
$555K 0.54%
+7,648
35
$537K 0.52%
+9,499
36
$499K 0.48%
+7,263
37
$493K 0.48%
+6,908
38
$491K 0.47%
+13,640
39
$454K 0.44%
+7,578
40
$420K 0.4%
+3,371
41
$406K 0.39%
+9,221
42
$406K 0.39%
+11,138
43
$397K 0.38%
+10,568
44
$378K 0.36%
+1,170
45
$377K 0.36%
+5,620
46
$376K 0.36%
+3,519
47
$361K 0.35%
+10,554
48
$347K 0.33%
+4,136
49
$341K 0.33%
+9,297
50
$292K 0.28%
+5,670
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