WFL
Wealth Forward LLC Portfolio holdings
AUM
$149M
This Quarter Return
+9.75%
1 Year Return
+10.17%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$118M
AUM Growth
–
Cap. Flow
+$118M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
87.66%
Holding
30
New
30
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 3.02% |
| 2 | Technology | 2.57% |
| 3 | Healthcare | 0.56% |
| 4 | Consumer Staples | 0.37% |
| 5 | Industrials | 0.3% |
