WHC
Wulff, Hansen & Co Portfolio holdings
AUM
$117M
This Quarter Return
-6.66%
1 Year Return
+19.9%
3 Year Return
+64.86%
5 Year Return
–
10 Year Return
–
AUM
$79.9M
AUM Growth
+$79.9M
(-9.4%)
Cap. Flow
-$507K
Cap. Flow
% of AUM
-0.63%
Top 10 Holdings %
Top 10 Hldgs %
34.49%
Holding
90
New
4
Increased
18
Reduced
15
Closed
6
Top Buys
| 1 |
Vanguard Industrials ETF
VIS
|
$1.77M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$863K |
| 3 |
Tesla
TSLA
|
$299K |
| 4 |
Apple
AAPL
|
$241K |
| 5 |
Guardant Health
GH
|
$208K |
Top Sells
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.92M |
| 2 |
Exxon Mobil
XOM
|
$1.14M |
| 3 |
Comcast
CMCSA
|
$379K |
| 4 |
ConocoPhillips
COP
|
$269K |
| 5 |
ScottsMiracle-Gro
SMG
|
$257K |
Sector Composition
| 1 | Financials | 17.03% |
| 2 | Consumer Staples | 12.18% |
| 3 | Industrials | 11.8% |
| 4 | Utilities | 9.13% |
| 5 | Consumer Discretionary | 8.55% |
