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
$899M
AUM Growth
-$58.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$15.4M
2 +$10.1M
3 +$1.66M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$826K
5
ARHS icon
Arhaus
ARHS
+$531K

Sector Composition

1 Technology 2.96%
2 Financials 1.08%
3 Consumer Discretionary 0.93%
4 Healthcare 0.75%
5 Communication Services 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TETE
151
DELISTED
Technology & Telecommunication Acquisition Corporation Class A Ordinary Shares
TETE
-10,100