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
$399M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Sells

1 +$538K
2 +$508K
3 +$287K
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$140K
5
MDYG icon
SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$117K

Sector Composition

1 Industrials 0.83%
2 Technology 0.7%
3 Materials 0.61%
4 Consumer Discretionary 0.33%
5 Financials 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$214K 0.05%
635
52
$213K 0.05%
1,377
+120
53
$12K ﹤0.01%
+11,000