WFL
Wealth Forward LLC Portfolio holdings
AUM
$172M
1-Year Est. Return
9.8%
1 Year Est. Return
+9.8%
AUM
$149M
AUM Growth
+$8.29M
(+5.9%)
Holding
34
Top Buys
| 1 | +$233K | |
| 2 | +$220K | |
| 3 | +$209K | |
| 4 |
Microsoft
MSFT
|
+$115K |
| 5 |
Apple
AAPL
|
+$101K |
Top Sells
| 1 | +$229K | |
| 2 | +$202K | |
| 3 | +$164K | |
| 4 |
iShares S&P 100 ETF
OEF
|
+$155K |
| 5 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
+$116K |
Sector Composition
| 1 | Technology | 2.72% |
| 2 | Financials | 2.65% |
| 3 | Industrials | 0.22% |
| 4 | Healthcare | 0.21% |
| 5 | Consumer Discretionary | 0.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
DraftKings
DKNG
$15.1B
| $313K | 0.21% |
7,292
|
|
||
27
Target
TGT
$41.5B
| $304K | 0.2% |
3,084
|
|
||
28
iShares US Financial Services ETF
IYG
$1.93B
| $271K | 0.18% |
3,165
|
|
||
29
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.48B
| $245K | 0.16% |
5,042
|
|
||
30
iShares Core MSCI EAFE ETF
IEFA
$156B
| $236K | 0.16% |
2,826
|
|
||
31
iShares Core US Aggregate Bond ETF
AGG
$132B
| $233K | 0.16% |
+2,346
|
|
||
32
Devon Energy
DVN
$21.1B
| $229K | 0.15% |
7,204
|
|
||
33
NVIDIA
NVDA
$4.58T
| $220K | 0.15% |
+1,395
|
|
||
34
Schwab Fundamental International Large Company Index ETF
FNDF
$18.5B
| $209K | 0.14% |
+5,230
|
|