WA

Wambolt & Associates Portfolio holdings

AUM $297M
1-Year Est. Return 17.23%
This Quarter Est. Return
1 Year Est. Return
+17.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$306M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1 +$3.23M
2 +$2.14M
3 +$1.71M
4
UPS icon
United Parcel Service
UPS
+$1.7M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.48M

Sector Composition

1 Technology 18.84%
2 Financials 17.47%
3 Consumer Staples 9.07%
4 Industrials 8.81%
5 Healthcare 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-822
252
-2,822
253
-1,359