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W1M Wealth Management Ltd Portfolio holdings
AUM
$11.5B
This Fund
S&P 500
This Quarter Est. Return
+2.84%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$11.5B
AUM Growth
–
Cap. Flow
+$11.6B
Cap. Flow % of AUM
Cap. Flow %
100.86%
Top 10 Holdings %
Top 10 Hldgs %
47.77%
Holding
197
New
197
Increased
–
Reduced
–
Closed
–
Avg Time Held
0
years
Top 10 Avg Time Held
0
years
Top 20 Avg Time Held
0
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$624M |
| 2 |
Microsoft
MSFT
|
+$594M |
| 3 |
Advanced Micro Devices
AMD
|
+$565M |
| 4 |
Visa
V
|
+$551M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$549M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 24.96% |
| 2 | Financials | 24.88% |
| 3 | Industrials | 15.29% |
| 4 | Communication Services | 9.62% |
| 5 | Consumer Discretionary | 9.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
Advanced Micro Devices
AMD
$858B
| $672M | 5.83% |
+1,097,713
| New | +$565M |
2026 Q3
0 quarters
|
|
|
2
Microsoft
MSFT
$3.89T
| $659M | 5.72% |
+1,285,484
| New | +$594M |
2026 Q3
0 quarters
|
|
|
3
Amazon
AMZN
$2.87T
| $612M | 5.31% |
+2,454,527
| New | +$624M |
2026 Q3
0 quarters
|
|
4
Thermo Fisher Scientific
TMO
$258B
| $547M | 4.75% |
+810,427
| New | +$481M |
2026 Q3
0 quarters
|
|
|
5
Alphabet (Google) Class A
GOOGL
$3.63T
| $545M | 4.73% |
+1,582,978
| New | +$549M |
2026 Q3
0 quarters
|
|
|
6
Visa
V
$796B
| $541M | 4.7% |
+1,506,061
| New | +$551M |
2026 Q3
0 quarters
|
|
7
TSMC
TSM
$2.05T
| $511M | 4.43% |
+1,119,665
| New | +$474M |
2026 Q3
0 quarters
|
|
8
Interactive Brokers
IBKR
$36.8B
| $490M | 4.25% |
+5,737,893
| New | +$525M |
2026 Q3
0 quarters
|
|
9
CME Group
CME
$114B
| $465M | 4.03% |
+1,772,937
| New | +$467M |
2026 Q3
0 quarters
|
|
10
GE Aerospace
GE
$343B
| $463M | 4.02% |
+1,480,682
| New | +$513M |
2026 Q3
0 quarters
|
|
11
Ferguson
FERG
$49.4B
| $462M | 4.01% |
+2,073,770
| New | +$480M |
2026 Q3
0 quarters
|
|
12
GE Vernova
GEV
$210B
| $432M | 3.75% |
+454,925
| New | +$451M |
2026 Q3
0 quarters
|
|
13
Netflix
NFLX
$256B
| $428M | 3.71% |
+6,147,331
| New | +$462M |
2026 Q3
0 quarters
|
|
14
Intercontinental Exchange
ICE
$100B
| $410M | 3.56% |
+2,695,477
| New | +$407M |
2026 Q3
0 quarters
|
|
15
Synopsys
SNPS
$86.8B
| $390M | 3.39% |
+897,474
| New | +$366M |
2026 Q3
0 quarters
|
|
16
Capital One
COF
$117B
| $374M | 3.24% |
+1,934,344
| New | +$406M |
2026 Q3
0 quarters
|
|
17
Marsh
MRSH
$99.1B
| $347M | 3.01% |
+2,034,602
| New | +$372M |
2026 Q3
0 quarters
|
|
18
Yum China
YUMC
$17B
| $335M | 2.91% |
+8,137,209
| New | +$361M |
2026 Q3
0 quarters
|
|
19
Texas Instruments
TXN
$274B
| $306M | 2.66% |
+1,092,699
| New | +$302M |
2026 Q3
0 quarters
|
|
20
UnitedHealth
UNH
$360B
| $304M | 2.64% |
+827,778
| New | +$333M |
2026 Q3
0 quarters
|
|
21
United Rentals
URI
$69.4B
| $302M | 2.62% |
+301,917
| New | +$322M |
2026 Q3
0 quarters
|
|
22
Grab
GRAB
$13.1B
| $238M | 2.06% |
+76,004,094
| New | +$263M |
2026 Q3
0 quarters
|
|
23
Shinhan Financial Group
SHG
$30.8B
| $160M | 1.39% |
+2,057,501
| New | +$156M |
2026 Q3
0 quarters
|
|
24
Vulcan Materials
VMC
$35.8B
| $156M | 1.35% |
+637,534
| New | +$173M |
2026 Q3
0 quarters
|
|
25
SPDR Gold Trust
GLD
$130B
| $139M | 1.2% |
+364,087
| New | +$142M |
2026 Q3
0 quarters
|
|
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W1M Wealth Management Ltd's Q3 2026 Portfolio in Review
Q3 2026 is the first quarter with a 13F filing on record for W1M Wealth Management Ltd, which disclosed 197 positions worth $11.5B. Its ten largest holdings account for 48% of the portfolio.
Its largest position is Amazon: 2,454,527 shares worth $612M.
By sector, the portfolio is most concentrated in Technology at 25% of assets, followed by Financials and Industrials.
- W1M Wealth Management Ltd's largest Q3 2026 buy was Amazon: 2,454,527 shares worth $612M.
- W1M Wealth Management Ltd's ten largest holdings make up 48% of its $11.5B portfolio in Q3 2026.
- W1M Wealth Management Ltd disclosed 197 positions in Q3 2026, its first 13F filing on record.
Based on W1M Wealth Management Ltd's 13F filing for Q3 2026, filed 13 Nov 2026.