WCFA
Walkner Condon Financial Advisors Portfolio holdings
AUM
$543M
1-Year Return
14.28%
This Quarter Return
+4.93%
1 Year Return
+14.28%
3 Year Return
+41.65%
5 Year Return
+54.77%
10 Year Return
–
AUM
$273M
AUM Growth
+$15.4M
(+6%)
Cap. Flow
+$2.94M
Cap. Flow
% of AUM
1.08%
Top 10 Holdings %
Top 10 Hldgs %
37.75%
Holding
183
New
20
Increased
84
Reduced
44
Closed
19
Top Buys
| 1 |
FT Vest Fund of Deep Buffer ETFs
BUFD
|
$8.98M |
| 2 |
First Trust Lunt US Factor Rotation ETF
FCTR
|
$5.57M |
| 3 |
US Bancorp
USB
|
$4.91M |
| 4 |
First Trust Securitized Plus ETF
DEED
|
$3.4M |
| 5 |
Veeva Systems
VEEV
|
$2.49M |
Top Sells
Sector Composition
| 1 | Technology | 4.35% |
| 2 | Financials | 2.03% |
| 3 | Healthcare | 1.23% |
| 4 | Communication Services | 1.18% |
| 5 | Consumer Discretionary | 0.53% |
