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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
126
$456K 0.04%
3,800
+110
127
$438K 0.04%
3,108
-168
128
$432K 0.04%
20,261
-4,935
129
$422K 0.04%
3,959
+14
130
$419K 0.04%
1,428
+28
131
$415K 0.04%
870
+14
132
$408K 0.04%
27,333
+4,384
133
$400K 0.04%
2,769
134
$398K 0.04%
1,309
+35
135
$394K 0.04%
2,371
+28
136
$394K 0.04%
3,546
-5
137
$387K 0.03%
10,766
+101
138
$380K 0.03%
14,895
-2,176
139
$375K 0.03%
4,016
-232
140
$371K 0.03%
2,642
+445
141
$355K 0.03%
4,776
-221
142
$352K 0.03%
834
+4
143
$330K 0.03%
6,625
+78
144
$327K 0.03%
1,628
+22
145
$323K 0.03%
4,036
+481
146
$316K 0.03%
2,240
+404
147
$315K 0.03%
1,619
+3
148
$314K 0.03%
4,167
+31
149
$311K 0.03%
4,077
150
$309K 0.03%
3,751
+27
4 5
6
7 8