WAM

WFA Asset Management Portfolio holdings

AUM $184M
1-Year Est. Return 12.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
+$7.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1 +$3.02M
2 +$1.69M
3 +$1.17M
4
AVGO icon
Broadcom
AVGO
+$585K
5
MO icon
Altria Group
MO
+$313K

Sector Composition

1 Technology 5.83%
2 Financials 2.62%
3 Communication Services 2.62%
4 Consumer Staples 2.1%
5 Consumer Discretionary 1.71%