Instuitional Investor - Wny Asset Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Wny Asset Management, Llc |
| Portfolio Value | $967,146,071 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Capital Grp Fixed Incm Etf T | 4,208,726 | $94,022,946 | 9.72% | |
| 2. | Capital Group Growth Etf | 1,804,970 | $72,541,744 | 7.5% | |
| 3. | Capital Group Dividend Value | 1,590,216 | $67,647,792 | 6.99% | |
| 4. | DFAC | 1,589,897 | $61,783,395 | 6.39% | |
| 5. | DFAC | 1,442,997 | $56,219,161 | 5.81% |
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