WH

Wallace Hart Portfolio holdings

AUM $126M
1-Year Est. Return 40.96%
This Quarter Est. Return
1 Year Est. Return
+40.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$54.7M
2 +$54.6M
3 +$2.07M
4
AMZN icon
Amazon
AMZN
+$1.42M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.06M

Top Sells

No sells this quarter

Sector Composition

1 Energy 2.32%
2 Consumer Discretionary 1.19%
3 Communication Services 1.05%
4 Healthcare 0.88%
5 Technology 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$3.04K ﹤0.01%
+38