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WAM
Wakefield Asset Management Portfolio holdings
AUM
$377M
1-Year Est. Return
38.72%
This Fund
S&P 500
This Quarter
Est. Return
+8.44%
1 Year Est. Return
+38.72%
3 Year Est. Return
+110.86%
5 Year Est. Return
+153.47%
10 Year Est. Return
–
AUM
$366M
AUM Growth
+$8.34M
(+2.3%)
Cap. Flow
-$14M
Cap. Flow
% of AUM
-3.82%
Top 10 Holdings %
Top 10 Hldgs %
22.62%
Holding
220
New
15
Increased
57
Reduced
86
Closed
27
Top Buys
| 1 |
Lam Research
LRCX
|
+$3.82M |
| 2 |
Vistra
VST
|
+$3.73M |
| 3 |
Corteva
CTVA
|
+$3.56M |
| 4 |
Direxion Daily Magnificent 7 Bear 1X ETF
QQQD
|
+$3.41M |
| 5 |
Hasbro
HAS
|
+$3.36M |
Top Sells
| 1 |
Twilio
TWLO
|
+$3.74M |
| 2 |
Fox Class A
FOXA
|
+$3.51M |
| 3 |
Tyson Foods
TSN
|
+$3.32M |
| 4 |
ProShares Short S&P500
SH
|
+$3.09M |
| 5 |
Consolidated Edison
ED
|
+$2.98M |
Sector Composition
| 1 | Technology | 11.44% |
| 2 | Financials | 11.21% |
| 3 | Industrials | 8.61% |
| 4 | Consumer Discretionary | 7.61% |
| 5 | Healthcare | 7.26% |
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