WFL
Wealth Forward LLC Portfolio holdings
AUM
$149M
1-Year Est. Return
10.17%
1 Year Est. Return
+10.17%
AUM
$141M
AUM Growth
-$1.2M
(-0.84%)
Holding
31
Top Buys
| 1 | +$214K | |
| 2 | +$130K | |
| 3 | +$108K | |
| 4 |
iShares Core 60/40 Balanced Allocation ETF
AOR
|
+$79.5K |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$77.5K |
Top Sells
| 1 | +$228K | |
| 2 | +$109K | |
| 3 | +$79.2K | |
| 4 |
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
|
+$75.5K |
| 5 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
+$39K |
Sector Composition
| 1 | Financials | 2.74% |
| 2 | Technology | 2.53% |
| 3 | Healthcare | 0.38% |
| 4 | Industrials | 0.24% |
| 5 | Consumer Staples | 0.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares MSCI Emerging Markets ETF
EEM
$20.7B
| $315K | 0.22% |
7,214
|
|
||
27
Devon Energy
DVN
$20.4B
| $269K | 0.19% |
7,204
+300
|
|
||
28
iShares US Financial Services ETF
IYG
$1.92B
| $249K | 0.18% |
3,165
|
|
||
29
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.5B
| $244K | 0.17% |
5,042
|
|
||
30
DraftKings
DKNG
$16.7B
| $242K | 0.17% |
7,292
|
|
||
31
iShares Core MSCI EAFE ETF
IEFA
$157B
| $214K | 0.15% |
+2,826
|
|