WHC
Wulff, Hansen & Co Portfolio holdings
AUM
$117M
This Quarter Return
+12.06%
1 Year Return
+19.9%
3 Year Return
+64.86%
5 Year Return
–
10 Year Return
–
AUM
$82.4M
AUM Growth
+$82.4M
(+3%)
Cap. Flow
-$7.29M
Cap. Flow
% of AUM
-8.85%
Top 10 Holdings %
Top 10 Hldgs %
34.97%
Holding
90
New
6
Increased
8
Reduced
34
Closed
10
Top Buys
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.84M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$1.42M |
| 3 |
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
|
$306K |
| 4 |
Brookfield
BN
|
$299K |
| 5 |
Fidelity MSCI Materials Index ETF
FMAT
|
$221K |
Top Sells
Sector Composition
| 1 | Financials | 16.79% |
| 2 | Industrials | 13.95% |
| 3 | Consumer Staples | 13.81% |
| 4 | Utilities | 9.01% |
| 5 | Healthcare | 8.89% |
