WC WALKER & ASSOCIATES, INC.

https://walkerwealth.com FULLERTON, CA How do I update this listing?

WC Walker & Associates is based out of Fullerton. WC Walker & Associates is a large advisory firm with 188 clients and discretionary assets under management (AUM) of $230,970,104 (Form ADV from 2020-11-03). Their last reported 13F filing for Q1 2021 included $176,205,000 in managed 13F securities and a top 10 holdings concentration of 50.24%. WC Walker & Associates's largest holding is Invesco QQQ Trust Series 1 with shares held of 49,046. Whalewisdom has at least 2 13F filings

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03/31/2021

13F Activity

  • Market Value $176.205 Million
  • Prior Market Value $173.928 Million
  • New Purchases1 stock
  • Additional Purchases28 stocks
  • Sold out of2 stocks
  • Reduced holdings in21 stocks
  • Top 10 Holdings % 50.24 %
  • Turnover % [1]:4.69%
  • Turnover Alt % [2]: 1.33 %
  • Time Held Top20:1.00 quarters
  • Time Held Top10:1.00 quarters
  • Time Held All:0.98 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

03/31/2021

13F Sector Allocation Over Time


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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

WC WALKER & ASSOCIATES, INC.
623 N. HARBOR BLVD.
FULLERTON CA    92832
Country: United States

Business Phone: 714-446-8750
Fax: N/A
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: CA
Number of employees: 1
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 188
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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