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
$342M
AUM Growth
-$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$1.35M
2 +$572K
3 +$472K
4
UNH icon
UnitedHealth
UNH
+$445K
5
MSFT icon
Microsoft
MSFT
+$428K

Top Sells

1 +$5.72M
2 +$444K
3 +$318K
4
JNJ icon
Johnson & Johnson
JNJ
+$305K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$239K

Sector Composition

1 Technology 2.89%
2 Healthcare 2.64%
3 Financials 1.47%
4 Consumer Discretionary 0.97%
5 Communication Services 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-41,385
127
-3,466