WWM
Walser Wealth Management Portfolio holdings
AUM
$223M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$223M
AUM Growth
+$33M
(+17%)
Holding
210
Top Buys
| 1 | +$6.54M | |
| 2 | +$4.94M | |
| 3 | +$3.83M | |
| 4 |
Sprott Uranium Miners ETF
URNM
|
+$2.97M |
| 5 |
Freeport-McMoran
FCX
|
+$2.97M |
Top Sells
| 1 | +$13.7M | |
| 2 | +$12.1M | |
| 3 | +$1.2M | |
| 4 |
ConocoPhillips
COP
|
+$1M |
| 5 |
Global X Silver Miners ETF NEW
SIL
|
+$867K |
Sector Composition
| 1 | Technology | 10.6% |
| 2 | Materials | 4.8% |
| 3 | Financials | 3.82% |
| 4 | Industrials | 2.87% |
| 5 | Energy | 2.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
201
Global X Silver Miners ETF NEW
SIL
$5.05B
| – | – |
-10,383
|
|
||
202
iShares Semiconductor ETF
SOXX
$34.8B
| – | – |
-1,196
|
|
||
203
Trade Desk
TTD
$10B
| – | – |
-5,585
|
|
||
204
Vanguard S&P 500 Growth ETF
VOOG
$25.4B
| – | – |
-3,252
|
|
||
205
State Street Communication Services Select Sector SPDR ETF
XLC
$25.2B
| – | – |
-3,409
|
|
||
206
ProShares UltraShort Silver
ZSL
$180M
| – | – |
-1,132
|
|
||
|
NBIS
207
Nebius Group N.V.
NBIS
$55.8B
| – | – |
-4,119
|
|
||
|
XYZ
208
Block Inc
XYZ
$40.9B
| – | – |
-3,517
|
|
||
209
Fortinet
FTNT
$94.8B
| – | – |
-2,861
|
|
||
210
iShares US Oil & Gas Exploration & Production ETF
IEO
$561M
| – | – |
-8,755
|
|