WFA

Wells Financial Advisors Portfolio holdings

AUM $72.8M
1-Year Est. Return 13.92%
This Quarter Est. Return
1 Year Est. Return
+13.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
-$9.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1 +$6.87M
2 +$2.78M
3 +$732K
4
GLD icon
SPDR Gold Trust
GLD
+$559K
5
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$548K

Sector Composition

1 Technology 0.07%
2 Communication Services 0.05%
3 Consumer Discretionary 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$16K 0.01%
493
52
$14K 0.01%
342
53
$14K 0.01%
123
54
$9K 0.01%
33
-71
55
$5K ﹤0.01%
150
56
$5K ﹤0.01%
110
+8
57
$3K ﹤0.01%
192
-2,082
58
0
59
-31