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
$169M
AUM Growth
-$139K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.46M
3
+$1.31M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.06M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$674K

Top Sells

1
+$382K
2
+$363K
3
+$102K
4
BA icon
Boeing
BA
+$78K
5
PG icon
Procter & Gamble
PG
+$74.2K

Sector Composition

1 Technology 5.93%
2 Industrials 2.79%
3 Healthcare 2.68%
4 Communication Services 2.58%
5 Financials 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
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