WPW
Warther Private Wealth Portfolio holdings
AUM
$382M
1-Year Return
24.06%
This Quarter Return
+12.91%
1 Year Return
+24.06%
3 Year Return
+112.25%
5 Year Return
–
10 Year Return
–
AUM
$382M
AUM Growth
+$81.3M
(+27%)
Cap. Flow
+$39.8M
Cap. Flow
% of AUM
10.44%
Top 10 Holdings %
Top 10 Hldgs %
71.97%
Holding
70
New
7
Increased
13
Reduced
31
Closed
15
Top Buys
| 1 |
UnitedHealth
UNH
|
$32M |
| 2 |
Mercado Libre
MELI
|
$22.5M |
| 3 |
Fiserv
FI
|
$17.9M |
| 4 |
Broadcom
AVGO
|
$16.3M |
| 5 |
Novo Nordisk
NVO
|
$8.52M |
Top Sells
| 1 |
JD.com
JD
|
$14.5M |
| 2 |
Interactive Brokers
IBKR
|
$13.7M |
| 3 |
Lennar Class A
LEN
|
$12.2M |
| 4 |
Chipotle Mexican Grill
CMG
|
$11.8M |
| 5 |
Vistra
VST
|
$11.6M |
Sector Composition
| 1 | Technology | 32.7% |
| 2 | Consumer Discretionary | 23.34% |
| 3 | Healthcare | 16.06% |
| 4 | Financials | 14.64% |
| 5 | Communication Services | 7.45% |
