WFS

Widmann Financial Services Portfolio holdings

AUM $159M
1-Year Est. Return 18.9%
This Quarter Est. Return
1 Year Est. Return
+18.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1 +$6.66M
2 +$5.93M
3 +$5.82M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$4.95M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$4.21M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.55%
2 Healthcare 9.81%
3 Consumer Discretionary 8.16%
4 Consumer Staples 7.49%
5 Industrials 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
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