WCFA
Walkner Condon Financial Advisors Portfolio holdings
AUM
$543M
1-Year Return
14.28%
This Quarter Return
-0.59%
1 Year Return
+14.28%
3 Year Return
+41.65%
5 Year Return
+54.77%
10 Year Return
–
AUM
$492M
AUM Growth
+$2.05M
(+0.42%)
Cap. Flow
+$11.5M
Cap. Flow
% of AUM
2.33%
Top 10 Holdings %
Top 10 Hldgs %
31.17%
Holding
296
New
31
Increased
117
Reduced
113
Closed
14
Top Buys
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$1.04M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$735K |
| 3 |
First Trust Smith Unconstrained Bond ETF
UCON
|
$734K |
| 4 |
Amgen
AMGN
|
$541K |
| 5 |
JPMorgan Core Plus Bond ETF
JCPB
|
$499K |
Sector Composition
| 1 | Technology | 6.68% |
| 2 | Financials | 2.22% |
| 3 | Communication Services | 1.67% |
| 4 | Consumer Staples | 1.05% |
| 5 | Consumer Discretionary | 0.98% |
