We are live on ! Find out more
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
151
$309K 0.03%
4,512
+250
152
$297K 0.03%
2,722
+13
153
$288K 0.03%
3,988
154
$286K 0.03%
3,917
-6
155
$268K 0.02%
931
-34
156
$258K 0.02%
+3,466
157
$253K 0.02%
5,757
+183
158
$249K 0.02%
10,439
159
$245K 0.02%
4,996
+58
160
$239K 0.02%
+590
161
$238K 0.02%
869
+7
162
$237K 0.02%
3,977
-37
163
$237K 0.02%
693
+73
164
$236K 0.02%
7,558
+219
165
$231K 0.02%
6,479
+31
166
$223K 0.02%
+4,150
167
$216K 0.02%
853
168
$215K 0.02%
1,328
-19
169
$215K 0.02%
1,129
-3
170
$215K 0.02%
2,556
-79
171
$210K 0.02%
+5,711
172
$204K 0.02%
+667
173
$132K 0.01%
12,404
-4,452
174
$124K 0.01%
16,474
175
$122K 0.01%
16,408
4 5 6
7
8