WPW
Warther Private Wealth Portfolio holdings
AUM
$382M
This Quarter Return
+4.31%
1 Year Return
+24.06%
3 Year Return
+112.25%
5 Year Return
–
10 Year Return
–
AUM
$294M
AUM Growth
+$294M
(+3.7%)
Cap. Flow
+$1.15M
Cap. Flow
% of AUM
0.39%
Top 10 Holdings %
Top 10 Hldgs %
55.89%
Holding
87
New
2
Increased
33
Reduced
23
Closed
7
Top Buys
| 1 |
Qualcomm
QCOM
|
$8.39M |
| 2 |
Nu Holdings
NU
|
$6.21M |
| 3 |
Uber
UBER
|
$5.79M |
| 4 |
JD.com
JD
|
$3.77M |
| 5 |
Regeneron Pharmaceuticals
REGN
|
$3.32M |
Top Sells
| 1 |
Ulta Beauty
ULTA
|
$10.3M |
| 2 |
Apple
AAPL
|
$7.04M |
| 3 |
Jazz Pharmaceuticals
JAZZ
|
$3.83M |
| 4 |
Microsoft
MSFT
|
$3.29M |
| 5 |
First Solar
FSLR
|
$2.65M |
Sector Composition
| 1 | Technology | 28.6% |
| 2 | Consumer Discretionary | 25.39% |
| 3 | Financials | 18.25% |
| 4 | Healthcare | 8.03% |
| 5 | Communication Services | 7.95% |
