WCFA
Walkner Condon Financial Advisors Portfolio holdings
AUM
$543M
1-Year Return
14.28%
This Quarter Return
+6.31%
1 Year Return
+14.28%
3 Year Return
+41.65%
5 Year Return
+54.77%
10 Year Return
–
AUM
$490M
AUM Growth
+$26.7M
(+5.8%)
Cap. Flow
-$823K
Cap. Flow
% of AUM
-0.17%
Top 10 Holdings %
Top 10 Hldgs %
32.16%
Holding
276
New
21
Increased
107
Reduced
118
Closed
11
Top Buys
| 1 |
First Trust Smith Unconstrained Bond ETF
UCON
|
$5.54M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$2.55M |
| 3 |
JPMorgan Core Plus Bond ETF
JCPB
|
$2.34M |
| 4 |
Arista Networks
ANET
|
$2.32M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.72M |
Top Sells
Sector Composition
| 1 | Technology | 6.27% |
| 2 | Communication Services | 1.65% |
| 3 | Financials | 1.63% |
| 4 | Healthcare | 1.25% |
| 5 | Consumer Staples | 1.11% |
