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WFAG

Wescott Financial Advisory Group Portfolio holdings

AUM $1.14B
1-Year Est. Return 16.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.11B
AUM Growth
+$69.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.73M
3
+$1.32M
4
AAPL icon
Apple
AAPL
+$1.09M
5
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$784K

Top Sells

1
+$1.43M
2
+$1.39M
3
+$1.13M
4
DFIS icon
Dimensional International Small Cap ETF
DFIS
+$775K
5
MRK icon
Merck
MRK
+$563K

Sector Composition

1 Healthcare 2.44%
2 Technology 2.44%
3 Financials 1.67%
4 Industrials 1.46%
5 Consumer Staples 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.39M 0.13%
9,567
-778
77
$1.37M 0.12%
5,279
+26
78
$1.31M 0.12%
43,142
-3,446
79
$1.27M 0.11%
17,829
+1,630
80
$1.27M 0.11%
11,148
+533
81
$1.24M 0.11%
3,860
+204
82
$1.21M 0.11%
13,065
+794
83
$1.2M 0.11%
3,983
+107
84
$1.19M 0.11%
11,984
+198
85
$1.17M 0.11%
1,760
+3
86
$1.17M 0.1%
3,700
+735
87
$1.16M 0.1%
3,768
-1,582
88
$1.14M 0.1%
22,452
-145
89
$1.11M 0.1%
1,203
-4
90
$1.1M 0.1%
3,509
-94
91
$1.04M 0.09%
2,077
-363
92
$1.03M 0.09%
4,215
-215
93
$1.02M 0.09%
14,006
94
$999K 0.09%
12,420
+90
95
$957K 0.09%
17,693
+29
96
$946K 0.08%
21,588
+1,344
97
$932K 0.08%
8,137
+73
98
$930K 0.08%
5,654
+49
99
$908K 0.08%
3,730
+1,166
100
$893K 0.08%
2,008
+84
2 3
4
5 6