WFA
Wells Financial Advisors Portfolio holdings
AUM
$72.8M
1-Year Est. Return
13.92%
1 Year Est. Return
+13.92%
AUM
$72.8M
AUM Growth
+$231K
(+0.32%)
Holding
79
Top Buys
| 1 | +$212K | |
| 2 | +$102K | |
| 3 | +$98.7K | |
| 4 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
+$84.6K |
| 5 |
Microsoft
MSFT
|
+$66.2K |
Top Sells
| 1 | +$585K | |
| 2 | +$583K | |
| 3 | +$562K | |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$452K |
| 5 |
SPDR Gold Trust
GLD
|
+$433K |
Sector Composition
| 1 | Technology | 0.26% |
| 2 | Communication Services | 0.13% |
| 3 | Consumer Discretionary | 0.1% |
| 4 | Consumer Staples | 0.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Kyndryl
KD
$6.38B
| $420 | ﹤0.01% |
10
|
|
||
77
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.36B
| – | – |
-3,200
|
|
||
78
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.38B
| – | – |
-3,200
|
|
||
79
iShares ESG Screened S&P Small-Cap ETF
XJR
$103M
| – | – |
-400
|
|