WFAG
Wescott Financial Advisory Group Portfolio holdings
AUM
$1.05B
This Quarter Return
+5.92%
1 Year Return
+11.94%
3 Year Return
+45.39%
5 Year Return
–
10 Year Return
–
AUM
$460M
AUM Growth
+$460M
(-0.77%)
Cap. Flow
-$27.1M
Cap. Flow
% of AUM
-5.89%
Top 10 Holdings %
Top 10 Hldgs %
51.76%
Holding
167
New
10
Increased
65
Reduced
70
Closed
10
Top Buys
| 1 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$1.93M |
| 2 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$1.88M |
| 3 |
Invesco QQQ Trust
QQQ
|
$1.4M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.32M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.2M |
Top Sells
Sector Composition
| 1 | Healthcare | 4.27% |
| 2 | Technology | 2.84% |
| 3 | Consumer Staples | 1.39% |
| 4 | Financials | 1.02% |
| 5 | Industrials | 0.67% |
