WAM

WFA Asset Management Portfolio holdings

AUM $177M
1-Year Est. Return 12.3%
This Quarter Est. Return
1 Year Est. Return
+12.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$1.6M
3
+$1.52M
4
WBA
Walgreens Boots Alliance
WBA
+$1.52M
5
INTC icon
Intel
INTC
+$1.47M

Top Sells

1
+$7.16M
2
+$2.81M
3
+$1.35M
4
IWL icon
iShares Russell Top 200 ETF
IWL
+$984K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$314K

Sector Composition

1 Technology 5.09%
2 Healthcare 2.78%
3 Industrials 2.48%
4 Financials 2.38%
5 Consumer Staples 2.12%
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