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Home > Institutional Investor > Wfa Asset Management Corp > Profile

Instuitional Investor - Wfa Asset Management Corp

Fund Profile
Filing Period:
Fund Name: Wfa Asset Management Corp
Portfolio Value $182,664,877
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 444,320 $33,826,063 18.51%
2.
Sector Spdr Trust
 XLB 324,092 $23,344,331 12.77%
3.
Invesco Exchange Traded Fd T
 142,210 $22,440,737 12.28%
4.
Spdr Series Trust
 288,527 $18,771,549 10.27%
5.
Invesco Exch Traded Fd Tr Ii
 332,439 $13,772,963 7.54%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)