WSA
Willow Street Advisors Portfolio holdings
AUM
$179M
This Quarter Return
-2.27%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$156M
AUM Growth
–
Cap. Flow
+$156M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
25.71%
Holding
145
New
145
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR Gold Trust
GLD
|
$6.85M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$4.64M |
| 3 |
Apple
AAPL
|
$4.43M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$4.43M |
| 5 |
Vanguard Small-Cap ETF
VB
|
$3.59M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 13.8% |
| 2 | Technology | 11.98% |
| 3 | Financials | 10.21% |
| 4 | Energy | 9.43% |
| 5 | Consumer Discretionary | 6.52% |
