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WC Walker & Associates, Inc.13F | |
| WC Walker & Associates, Inc. | |
| Last update 2023-02-23 | 70 Stocks (0 new) |
| Value $189.00 Mil | Turnover 4 % |
WC Walker & Associates, Inc. Top Holdings of 2022-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWB | iShares Russell 1000 ETF | 100,376 | 22,113.9 | +2.14% | 11.710 | +0.25% | 0.080 | +16.84% | +7.25% | 42,054.9 | ||
QQQ | INVESCO QQQ Trust | 44,807 | 13,184.5 | -2.47% | 6.980 | -0.18% | 0.010 | +23.56% | +9.08% | 357,232.3 | ||
HDV | iShares Core High Dividend ETF | 122,191 | 12,408.5 | +7.17% | 6.570 | +0.44% | 0.110 | +1.45% | +7.72% | 11,217.0 | ||
IJR | iShares Core S&P Small-Cap ETF | 114,335 | 11,702.1 | +2.91% | 6.200 | +0.18% | 0.020 | +14.76% | -1.20% | 81,565.8 | ||
AAPL | Apple Inc | 63,847 | 9,507.5 | +4.27% | 5.040 | +0.21% | 0.000 | +5.24% | -14.52% | 3,189,545.6 | Hardware | |
IEFA | iShares Core MSCI EAFE ETF | 134,879 | 8,823.8 | +25.98% | 4.670 | +0.96% | 0.010 | +14.34% | +21.05% | 143,058.9 | ||
TIP | iShares TIPS Bond ETF | 77,911 | 8,329.5 | -1.70% | 4.410 | -0.08% | 0.040 | -0.38% | +4.42% | 13,954.8 | ||
DGRO | iShares Core Dividend Growth ETF | 147,214 | 7,390.1 | -0.55% | 3.910 | -0.02% | 0.030 | +9.81% | +7.41% | 32,633.9 | ||
MSFT | Microsoft Corp | 20,235 | 5,089.4 | +7.24% | 2.700 | +0.18% | 0.000 | +33.94% | +18.80% | 3,707,650.2 | Software | |
MSI | Motorola Solutions Inc | 15,596 | 4,119.1 | -0.62% | 2.180 | -0.01% | 0.010 | -2.19% | -7.60% | 70,912.5 | Hardware |
WC Walker & Associates, Inc.'s Historical Top Holdings Breakdowns
WC Walker & Associates, Inc. Total Holding History ($B)
WC Walker & Associates, Inc.'s Asset Allocation
WC Walker & Associates, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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WC Walker & Associates, Inc.'s Hypothetical Growth since 2022-12-31
WC Walker & Associates, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
WC Walker & Associates, Inc.'s Holdings Heat Map
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WC Walker & Associates, Inc.'s Holdings Bubble Chart
WC Walker & Associates, Inc. News
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