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WFPG
Waller Financial Planning Group Portfolio holdings
AUM
$453M
1-Year Est. Return
13.04%
This Fund
S&P 500
1 Year Est. Return
+13.04%
AUM
$344M
AUM Growth
-$18.8M
(-5.2%)
Holding
57
Top Buys
| 1 | +$365K | |
| 2 | +$246K | |
| 3 | +$204K | |
| 4 |
State Street Real Estate Select Sector SPDR ETF
XLRE
|
+$130K |
| 5 |
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
|
+$54.6K |
Top Sells
| 1 | +$416K | |
| 2 | +$252K | |
| 3 | +$233K | |
| 4 |
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
+$230K |
| 5 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$205K |
Sector Composition
| 1 | Technology | 1% |
| 2 | Industrials | 0.77% |
| 3 | Materials | 0.48% |
| 4 | Financials | 0.25% |
| 5 | Consumer Discretionary | 0.23% |