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
$232M
AUM Growth
+$2.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$59.4M
2 +$11.9M
3 +$7.38M
4
NKE icon
Nike
NKE
+$5.84M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$5.7M

Top Sells

1 +$26.5M
2 +$12.2M
3 +$7.14M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$5.17M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$5.02M

Sector Composition

1 Financials 26.27%
2 Consumer Discretionary 7.94%
3 Industrials 4.21%
4 Healthcare 1.08%
5 Energy 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-45,107