WFA

Wellspring Financial Advisors Portfolio holdings

AUM $996M
1-Year Est. Return 16.21%
This Quarter Est. Return
1 Year Est. Return
+16.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$287M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Sells

1 +$2.2M
2 +$1.93M
3 +$1.79M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.59M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.47M

Sector Composition

1 Healthcare 3.11%
2 Technology 2.02%
3 Consumer Discretionary 1.29%
4 Communication Services 0.83%
5 Financials 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-6,728
102
-12,200