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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
$257M
AUM Growth
+$65M
(+34%)
Holding
47
Top Buys
| 1 | +$23.1M | |
| 2 | +$12.8M | |
| 3 | +$5.27M | |
| 4 |
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
+$3.19M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$2.89M |
Top Sells
| 1 | +$2.66M | |
| 2 | +$2.18M | |
| 3 | +$2.15M | |
| 4 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$2.1M |
| 5 |
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
|
+$2.06M |
Sector Composition
| 1 | Materials | 0.59% |
| 2 | Consumer Discretionary | 0.51% |
| 3 | Technology | 0.46% |
| 4 | Communication Services | 0.3% |
| 5 | Financials | 0.27% |