WFAG

Worth Financial Advisory Group Portfolio holdings

AUM $178M
1-Year Est. Return 20.85%
This Quarter Est. Return
1 Year Est. Return
+20.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
+$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$817K
2 +$420K
3 +$416K
4
ORCL icon
Oracle
ORCL
+$398K
5
MDT icon
Medtronic
MDT
+$379K

Top Sells

1 +$905K
2 +$392K
3 +$357K
4
PYPL icon
PayPal
PYPL
+$345K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$340K

Sector Composition

1 Technology 10.91%
2 Consumer Discretionary 5.69%
3 Healthcare 4.86%
4 Financials 4.29%
5 Communication Services 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,719
127
-7,057