WFA
Wellspring Financial Advisors Portfolio holdings
AUM $899M
AUM
$899M
AUM Growth
-$58.3M (-6%)
Cap. Flow
-$47.1M
Cap. Flow % of AUM
-5.24%
Top 10 Holdings %Top 10 Hldgs %
72.7%
Holding
151
New
4
Increased
47
Reduced
66
Closed
12
Top Buys
| 1 | $15.4M | |
| 2 | $10.1M | |
| 3 | $1.66M | |
| 4 | $826K | |
| 5 | $531K |
Top Sells
| 1 | $15.2M | |
| 2 | $14M | |
| 3 | $13.9M | |
| 4 | $9.24M | |
| 5 | $4.34M |
Sector Composition
| 1 | Technology | 2.96% |
| 2 | Financials | 1.08% |
| 3 | Consumer Discretionary | 0.93% |
| 4 | Healthcare | 0.75% |
| 5 | Communication Services | 0.57% |