WS

Wela Strategies Portfolio holdings

AUM $253M
1-Year Est. Return 18.13%
This Quarter Est. Return
1 Year Est. Return
+18.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1 +$20.9M
2 +$9.02M
3 +$8.88M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$8.52M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$7.91M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$642K 0.63%
+7,314
27
$575K 0.56%
+4,876
28
$429K 0.42%
+18,854
29
$381K 0.37%
+12,738
30
$355K 0.35%
+3,558
31
$222K 0.22%
+2,426