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
$318M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$8.32M
3
+$6.4M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$6.24M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$4.27M

Top Sells

1
+$18.8M
2
+$8.39M
3
+$7.73M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5.93M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.45M

Sector Composition

1 Healthcare 3.19%
2 Technology 2.14%
3 Consumer Discretionary 1.04%
4 Financials 0.89%
5 Communication Services 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
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