WFA
Wells Financial Advisors Portfolio holdings
AUM
$74.7M
1-Year Est. Return
14.87%
1 Year Est. Return
+14.87%
AUM
$74.7M
AUM Growth
+$1.95M
(+2.7%)
Holding
77
Top Buys
| 1 | +$1.23M | |
| 2 | +$775K | |
| 3 | +$179K | |
| 4 |
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
|
+$130K |
| 5 |
iShares Gold Trust
IAU
|
+$29.1K |
Top Sells
| 1 | +$1.51M | |
| 2 | +$651K | |
| 3 | +$405K | |
| 4 |
Vanguard Growth ETF
VUG
|
+$259K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$240K |
Sector Composition
| 1 | Technology | 0.26% |
| 2 | Communication Services | 0.17% |
| 3 | Consumer Discretionary | 0.1% |
| 4 | Consumer Staples | 0.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Vanguard Total Stock Market ETF
VTI
$567B
| – | – |
-112
|
|
||
77
State Street Energy Select Sector SPDR ETF
XLE
$13.9B
| – | – |
-1,410
|
|