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
$212M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Sells

1 +$7.83M
2 +$3.71M
3 +$1.57M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.56M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.21M

Sector Composition

1 Industrials 1.03%
2 Healthcare 0.64%
3 Technology 0.53%
4 Energy 0.45%
5 Materials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-93,088
52
-7,569
53
-10,571
54
-6,106