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  Name: WMG Financial Advisors LLC
  City: Knoxville
  State: TN
  Zip: 37932
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $174,752,000
  Total Value Change : $21,447,000
  Securities Held Change : 21
   
All Securities Held : 146
  New Positions : 23
  Closed Positions : 3
  Increased Positions : 56
  Unchanged Positions : 24
  Decreased Positions : 43

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 3     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (AAL)1 Year Chart         AAL American Airlines Group Inc 148 Closed $14.93 $0 0 0% -150,000 -10,886 0    Major Airlines
   (VOE)1 Year Chart         VOE Vanguard Mid-Cap Value ETF 147 Closed $154.02 $0 0 0% -216,000 -1,492 0    Closed - End Fund - E...
   (GMRE)1 Year Chart         GMRE Global Medical Reit Inc 149 Closed $8.66 $0 0 0% -148,000 -13,350 0    N/A

      3 Records Found
  1    
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