WS
Wela Strategies Portfolio holdings
AUM
$264M
1-Year Est. Return
16.32%
1 Year Est. Return
+16.32%
AUM
$253M
AUM Growth
+$16.5M
(+7%)
Holding
53
Top Buys
| 1 | +$1.56M | |
| 2 | +$297K | |
| 3 | +$257K | |
| 4 |
Vanguard Real Estate ETF
VNQ
|
+$227K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$218K |
Top Sells
| 1 | +$28.9K | |
| 2 | +$27.4K | |
| 3 | +$16.9K | |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$16.9K |
| 5 |
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
+$6.54K |
Sector Composition
| 1 | Technology | 1.21% |
| 2 | Industrials | 1.16% |
| 3 | Financials | 0.58% |
| 4 | Healthcare | 0.52% |
| 5 | Materials | 0.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Bank of America
BAC
$384B
| $238K | 0.09% |
5,029
+21
|
|
||
|
52
Alphabet (Google) Class A
GOOGL
$3.34T
| $218K | 0.09% |
+1,239
|
|
||
53
Exelon
EXC
$46.3B
| $18.7K | 0.01% |
18,702
|
|