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
$271M
AUM Growth
-$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Sells

1 +$1.76M
2 +$572K
3 +$559K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$514K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$494K

Sector Composition

1 Healthcare 3.37%
2 Technology 2.41%
3 Consumer Discretionary 0.98%
4 Financials 0.79%
5 Consumer Staples 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$8K ﹤0.01%
+10,000
102
-1,966
103
-694
104
-13,313
105
-1,043