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
$195M
AUM Growth
-$7.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$7.18M
2 +$3.51M
3 +$2.72M
4
BND icon
Vanguard Total Bond Market
BND
+$1.4M
5
BHK icon
BlackRock Core Bond Trust
BHK
+$986K

Sector Composition

1 Industrials 0.9%
2 Consumer Discretionary 0.49%
3 Technology 0.35%
4 Healthcare 0.29%
5 Consumer Staples 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-88,949