Waller Financial Planning Group, Inc
CIK Number: 0001736079
355.97M
Market Value
68
# of Holdings
16 months
Avg. Holding Period
38.57%
Win Rate
3.61%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 539.71 | -4.85% | 80.81K | +51.56% | 47.57M | 427.27 | 11.99% |
| 2 | SPMD | SPDR Portfolio ... | 48.77 | -6.7% | 682.61K | -0.22% | 37.33M | 33.04 | 9.41% |
| 3 | SPSM | SPDR Portfolio ... | 38.53 | -7.14% | 812.36K | -0.23% | 36.49M | 29.76 | 9.20% |
| 4 | SPDW | SPDR Portfolio ... | 35.82 | -2.24% | 911.13K | +1.36% | 31.1M | 28.95 | 7.84% |
| 5 | OMFL | Invesco Russell... | 51.99 | -3.38% | 552.68K | +2.93% | 29.97M | 48.18 | 7.55% |
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