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WF
WealthPoint Financial Portfolio holdings
AUM
$119M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$119M
AUM Growth
+$4.54M
(+4%)
Holding
129
Top Buys
| 1 | +$2.9M | |
| 2 | +$2.73M | |
| 3 | +$1.68M | |
| 4 |
BlackRock Large Cap Core ETF
BLCR
|
+$1.49M |
| 5 |
iShares US Treasury Bond ETF
GOVT
|
+$1.39M |
Top Sells
| 1 | +$4.1M | |
| 2 | +$2.57M | |
| 3 | +$1.61M | |
| 4 |
SPDR Gold MiniShares Trust
GLDM
|
+$1.05M |
| 5 |
BPRE
Bluerock Private Real Estate Fund
BPRE
|
+$413K |
Sector Composition
| 1 | Financials | 6.07% |
| 2 | Technology | 5.32% |
| 3 | Industrials | 2.06% |
| 4 | Communication Services | 1.92% |
| 5 | Energy | 1.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Eli Lilly
LLY
$1.06T
| – | – |
-193
|
|
||
127
PepsiCo
PEP
$188B
| – | – |
-1,665
|
|
||
128
UnitedHealth
UNH
$386B
| – | – |
-706
|
|
||
129
Invesco S&P 500 Top 50 ETF
XLG
$10.8B
| – | – |
-69,239
|
|