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WFA
Wellspring Financial Advisors Portfolio holdings
AUM
$1.33B
1-Year Est. Return
21.88%
This Fund
S&P 500
1 Year Est. Return
+21.88%
AUM
$1.09B
AUM Growth
+$92.5M
(+9.3%)
Holding
205
Top Buys
| 1 | +$46.8M | |
| 2 | +$42.5M | |
| 3 | +$41M | |
| 4 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$35.9M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$32.8M |
Top Sells
| 1 | +$56.5M | |
| 2 | +$24.6M | |
| 3 | +$11.9M | |
| 4 |
State Street Energy Select Sector SPDR ETF
XLE
|
+$7.19M |
| 5 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$2.93M |
Sector Composition
| 1 | Technology | 3.59% |
| 2 | Financials | 1.2% |
| 3 | Consumer Discretionary | 0.93% |
| 4 | Healthcare | 0.83% |
| 5 | Communication Services | 0.76% |