WFA

WMG Financial Advisors Portfolio holdings

AUM $270M
1-Year Est. Return 15.05%
This Quarter Est. Return
1 Year Est. Return
+15.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
+$6.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Sector Composition

1 Technology 7.16%
2 Consumer Staples 6.66%
3 Communication Services 4.18%
4 Financials 4.1%
5 Consumer Discretionary 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-5,382
152
-3,700