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
51
$285K 0.27%
+8,059
52
$285K 0.27%
+11,434
53
$274K 0.26%
+10,021
54
$273K 0.26%
+10,721
55
$272K 0.26%
+7,562
56
$266K 0.26%
+10,028
57
$257K 0.25%
+5,677
58
$252K 0.24%
+8,313
59
$242K 0.23%
+1,625
60
$241K 0.23%
+7,552
61
$240K 0.23%
+9,509
62
$237K 0.23%
+12,523
63
$229K 0.22%
+3,525
64
$225K 0.22%
+8,335
65
$219K 0.21%
+2,648
66
$219K 0.21%
+4,184
67
$218K 0.21%
+1,026
68
$213K 0.21%
+4,985
1 2
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