WFPG
Waller Financial Planning Group Portfolio holdings
AUM $414M
This Quarter Return
-1.42%
1 Year Return
+10.06%
3 Year Return
+30.36%
5 Year Return
+45.32%
10 Year Return
–
AUM
$356M
AUM Growth
-$40.8M (-10%)
Cap. Flow
-$32.8M
Cap. Flow % of AUM
-9.21%
Top 10 Holdings %Top 10 Hldgs %
68.97%
Holding
74
New
6
Increased
25
Reduced
37
Closed
3
Top Buys
1 | $1.47M | |
2 | $281K | |
3 | $262K | |
4 | $261K | |
5 | $242K |
Top Sells
1 | $6.09M | |
2 | $5.87M | |
3 | $4.54M | |
4 | $2.98M | |
5 | $2.86M |
Sector Composition
1 | Technology | 2.3% |
2 | Consumer Staples | 0.93% |
3 | Financials | 0.58% |
4 | Industrials | 0.51% |
5 | Consumer Discretionary | 0.43% |