WFPG

Waller Financial Planning Group Portfolio holdings

AUM $436M
1-Year Est. Return 8.26%
This Quarter Est. Return
1 Year Est. Return
+8.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$373M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 0.9%
2 Materials 0.64%
3 Technology 0.57%
4 Consumer Discretionary 0.35%
5 Communication Services 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$31K 0.01%
1,000
+500