WCFP
White & Co Financial Planning Portfolio holdings
AUM
$125M
This Quarter Return
-3.77%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$118M
AUM Growth
–
Cap. Flow
+$118M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
86.35%
Holding
19
New
19
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$19.7M |
| 2 |
Schwab U.S Small- Cap ETF
SCHA
|
$18M |
| 3 |
Schwab US Mid-Cap ETF
SCHM
|
$11.9M |
| 4 |
Schwab International Equity ETF
SCHF
|
$10.1M |
| 5 |
Schwab International Small-Cap Equity ETF
SCHC
|
$9.68M |
Top Sells
No sells this quarter
