WFS

Weitzel Financial Services Portfolio holdings

AUM $246M
1-Year Est. Return 9.07%
This Quarter Est. Return
1 Year Est. Return
+9.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
-$2.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$398K

Sector Composition

1 Industrials 1.23%
2 Financials 0.15%
3 Communication Services 0%
4 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$237K 0.15%
1,854
-238,000
27
$229K 0.15%
3,771
-206,349
28
$217K 0.14%
6,509
-215,084
29
-204,744
30
-239,018