WFA
Wells Financial Advisors Portfolio holdings
AUM $72.5M
AUM
$72.5M
AUM Growth
-$838K (-1%)
Cap. Flow
+$783K
Cap. Flow % of AUM
1.08%
Top 10 Holdings %Top 10 Hldgs %
58.02%
Holding
80
New
2
Increased
20
Reduced
16
Closed
3
Top Buys
1 | $543K | |
2 | $320K | |
3 | $229K | |
4 | $198K | |
5 | $158K |
Top Sells
1 | $600K | |
2 | $94.1K | |
3 | $91.8K | |
4 | $90.7K | |
5 | $80.1K |
Sector Composition
1 | Technology | 0.12% |
2 | Communication Services | 0.11% |
3 | Consumer Discretionary | 0.09% |
4 | Consumer Staples | 0.01% |