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
$215M
AUM Growth
+$3.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$552K
2 +$379K
3 +$239K
4
BND icon
Vanguard Total Bond Market
BND
+$234K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$223K

Top Sells

1 +$301K
2 +$203K
3 +$47.3K
4
LMT icon
Lockheed Martin
LMT
+$40.6K
5
INAB icon
IN8bio
INAB
+$21.9K

Sector Composition

1 Industrials 0.99%
2 Technology 0.64%
3 Healthcare 0.55%
4 Energy 0.45%
5 Materials 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-618