WCFA
Walkner Condon Financial Advisors Portfolio holdings
AUM
$543M
This Quarter Return
+5.47%
1 Year Return
+14.28%
3 Year Return
+41.65%
5 Year Return
+54.77%
10 Year Return
–
AUM
$187M
AUM Growth
+$187M
(+64%)
Cap. Flow
+$70.4M
Cap. Flow
% of AUM
37.7%
Top 10 Holdings %
Top 10 Hldgs %
47.96%
Holding
121
New
61
Increased
39
Reduced
16
Closed
1
Top Buys
| 1 |
Vanguard FTSE Europe ETF
VGK
|
$4.82M |
| 2 |
Vanguard FTSE Pacific ETF
VPL
|
$3.24M |
| 3 |
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
|
$2.89M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$2.73M |
| 5 |
Microsoft
MSFT
|
$2.51M |
Top Sells
Sector Composition
| 1 | Technology | 4.87% |
| 2 | Communication Services | 0.98% |
| 3 | Consumer Discretionary | 0.3% |
| 4 | Healthcare | 0.23% |
| 5 | Utilities | 0.11% |
