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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
101
$834K 0.07%
3,799
-199
102
$819K 0.07%
21,762
+1,282
103
$805K 0.07%
16,273
+740
104
$801K 0.07%
15,531
+219
105
$762K 0.07%
3,650
+12
106
$715K 0.06%
1,694
+12
107
$703K 0.06%
1,153
+18
108
$698K 0.06%
2,472
+36
109
$695K 0.06%
2,733
-34
110
$675K 0.06%
4,031
+9
111
$663K 0.06%
4,267
+897
112
$636K 0.06%
1,788
-18
113
$629K 0.06%
1,908
+137
114
$624K 0.06%
3,063
+4
115
$609K 0.05%
990
+22
116
$575K 0.05%
2,746
117
$545K 0.05%
5,292
+3,101
118
$533K 0.05%
9,835
-2,660
119
$502K 0.05%
7,567
+856
120
$495K 0.04%
1,761
+187
121
$493K 0.04%
2,036
-209
122
$478K 0.04%
9,156
+304
123
$476K 0.04%
7,140
-898
124
$466K 0.04%
20,016
125
$464K 0.04%
7,119
3 4
5
6 7