WFAG

Wescott Financial Advisory Group Portfolio holdings

AUM $1.05B
1-Year Est. Return 11.94%
This Quarter Est. Return
1 Year Est. Return
+11.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$43.1M
2
+$27.3M
3
+$25.5M
4
LRGF icon
iShares US Equity Factor ETF
LRGF
+$4.58M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.51M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 2.96%
2 Consumer Staples 2.88%
3 Technology 2.01%
4 Energy 1.59%
5 Financials 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$250K 0.18%
+8,333
52
$226K 0.16%
+27,386
53
$209K 0.15%
+2,860
54
$205K 0.14%
+4,177
55
$186K 0.13%
+13,459
56
$150K 0.11%
+16,408
57
$149K 0.1%
+16,474
58
$113K 0.08%
+2,094
59
$33K 0.02%
+68
1 2
3