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
$566M
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$44.4M
2
+$25.8M
3
+$3.71M
4
AAPL icon
Apple
AAPL
+$3.42M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.52M

Top Sells

1
+$2.89M
2
+$2.86M
3
+$1.88M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.12M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.03M

Sector Composition

1 Healthcare 4.58%
2 Technology 3.43%
3 Consumer Staples 1.31%
4 Financials 0.83%
5 Consumer Discretionary 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.75M 0.31%
18,284
+1,458
52
$1.66M 0.29%
16,933
-1,056
53
$1.64M 0.29%
34,079
-10,835
54
$1.64M 0.29%
27,769
-1,113
55
$1.6M 0.28%
9,645
-920
56
$1.58M 0.28%
59,013
+124
57
$1.39M 0.25%
4,072
-459
58
$1.33M 0.23%
14,464
59
$1.32M 0.23%
41,600
+1,955
60
$1.31M 0.23%
35,322
+280
61
$1.22M 0.21%
34,238
+238
62
$1.15M 0.2%
10,727
+2,297
63
$1.13M 0.2%
+5,848
64
$1.12M 0.2%
3,298
-57
65
$1.12M 0.2%
9,102
+390
66
$1.06M 0.19%
5,794
67
$1.05M 0.19%
19,566
+221
68
$1.04M 0.18%
6,646
+23
69
$1.03M 0.18%
6,231
-616
70
$1.03M 0.18%
33,153
+65
71
$1M 0.18%
3,492
+134
72
$978K 0.17%
2,124
-139
73
$955K 0.17%
4,334
-1,732
74
$950K 0.17%
2,945
-325
75
$911K 0.16%
8,533
+44
1 2
3
4 5