Instuitional Investor - Wny Asset Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Wny Asset Management, Llc |
| Portfolio Value | $1,119,825,474 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Capital Group Growth Etf | 1,986,506 | $93,763,083 | 8.37% | |
| 2. | Capital Grp Fixed Incm Etf T | 3,749,326 | $83,572,466 | 7.46% | |
| 3. | DFAC | 1,867,759 | $82,853,788 | 7.4% | |
| 4. | Capital Group Dividend Value | 1,592,072 | $78,457,289 | 7.01% | |
| 5. | DFAC | 1,686,967 | $69,587,369 | 6.21% |
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