WPW
Warther Private Wealth Portfolio holdings
AUM
$418M
1-Year Est. Return
26.29%
This Fund
S&P 500
1 Year Est. Return
+26.29%
AUM
$418M
AUM Growth
-$4.31M
(-1%)
Holding
53
Top Buys
| 1 | +$9.39M | |
| 2 | +$8.3M | |
| 3 | +$7.72M | |
| 4 |
Mercado Libre
MELI
|
+$7.12M |
| 5 |
FISV
Fiserv Inc
FISV
|
+$6.25M |
Top Sells
| 1 | +$5.16M | |
| 2 | +$5M | |
| 3 | +$4.77M | |
| 4 |
Fortinet
FTNT
|
+$4.64M |
| 5 |
ASML
ASML
|
+$3.23M |
Sector Composition
| 1 | Technology | 30.92% |
| 2 | Consumer Discretionary | 22.72% |
| 3 | Healthcare | 19.24% |
| 4 | Financials | 9.78% |
| 5 | Communication Services | 9.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Interactive Brokers
IBKR
$29.2B
| – | – |
-9,820
|
|
||
52
JD.com
JD
$37.4B
| – | – |
-12,111
|
|
||
53
Lennar Class A
LEN
$22.4B
| – | – |
-3,700
|
|