WS

Wela Strategies Portfolio holdings

AUM $264M
1-Year Est. Return 16.32%
This Quarter Est. Return
1 Year Est. Return
+16.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$186M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$973K
2 +$512K
3 +$360K
4
MSFT icon
Microsoft
MSFT
+$245K
5
NSC icon
Norfolk Southern
NSC
+$233K

Sector Composition

1 Industrials 1.09%
2 Healthcare 0.71%
3 Technology 0.55%
4 Energy 0.45%
5 Materials 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-145,690