WFL

Wealth Forward LLC Portfolio holdings

AUM $149M
1-Year Est. Return 10.17%
This Quarter Est. Return
1 Year Est. Return
+10.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
+$965K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$327K
2
+$272K
3
+$202K
4
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$152K
5
OEF icon
iShares S&P 100 ETF
OEF
+$118K

Top Sells

1
+$150K
2
+$33.1K
3
+$26.7K
4
AAPL icon
Apple
AAPL
+$11.6K
5
DVN icon
Devon Energy
DVN
+$8.2K

Sector Composition

1 Financials 2.97%
2 Technology 2.7%
3 Healthcare 0.5%
4 Consumer Staples 0.36%
5 Industrials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$371K 0.29%
4,238
27
$297K 0.23%
6,260
-173
28
$281K 0.22%
7,370
29
$239K 0.19%
5,042
30
$206K 0.16%
3,165
31
$205K 0.16%
2,826
32
$202K 0.16%
+129
1
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