WFAG
Wescott Financial Advisory Group Portfolio holdings
AUM
$1.15B
1-Year Est. Return
16.46%
This Fund
S&P 500
1 Year Est. Return
+16.46%
AUM
$1.11B
AUM Growth
+$69.2M
(+6.6%)
Holding
179
Top Buys
| 1 | +$2.65M | |
| 2 | +$1.73M | |
| 3 | +$1.32M | |
| 4 |
Apple
AAPL
|
+$1.09M |
| 5 |
Dimensional US Large Cap Value ETF
DFLV
|
+$784K |
Top Sells
| 1 | +$1.43M | |
| 2 | +$1.39M | |
| 3 | +$1.13M | |
| 4 |
Dimensional International Small Cap ETF
DFIS
|
+$775K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
176
Payoneer
PAYO
$1.53B
| $106K | 0.01% |
17,477
|
|
||
177
Annovis Bio
ANVS
$65.2M
| $86.1K | 0.01% |
41,607
|
|
||
178
Stitch Fix
SFIX
$443M
| – | – |
-13,000
|
|
||
179
Vanguard FTSE Pacific ETF
VPL
$8.02B
| – | – |
-4,412
|
|