WFA

WMG Financial Advisors Portfolio holdings

AUM $300M
1-Year Est. Return 15.85%
This Quarter Est. Return
1 Year Est. Return
+15.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
+$7.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$6.38M
2
+$3.41M
3
+$2.09M
4
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$1.76M
5
AVIG icon
Avantis Core Fixed Income ETF
AVIG
+$1.32M

Top Sells

1
+$2.76M
2
+$473K
3
+$402K
4
RIVN icon
Rivian
RIVN
+$379K
5
FYT icon
First Trust Small Cap Value AlphaDEX Fund
FYT
+$368K

Sector Composition

1 Technology 12.06%
2 Financials 7.13%
3 Consumer Staples 6.71%
4 Communication Services 5.12%
5 Consumer Discretionary 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
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