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WPW

Warther Private Wealth Portfolio holdings

AUM $427M
1-Year Est. Return 16.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$382M
AUM Growth
+$81.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$39.2M
2
+$20.1M
3
+$18.9M
4
AVGO icon
Broadcom
AVGO
+$12.9M
5
NVO
Novo Nordisk
NVO
+$8.39M

Top Sells

1
+$15.1M
2
+$11.9M
3
+$11.7M
4
CMG icon
Chipotle Mexican Grill
CMG
+$10.7M
5
VST icon
Vistra
VST
+$8.86M

Sector Composition

1 Technology 32.7%
2 Consumer Discretionary 23.34%
3 Healthcare 16.06%
4 Financials 14.64%
5 Communication Services 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$252K 0.07%
4,101
-402
52
$218K 0.06%
3,099
-334
53
$217K 0.06%
3,108
-26
54
$207K 0.05%
23,675
55
$205K 0.05%
+372
56
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57
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58
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59
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60
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63
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64
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65
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66
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68
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69
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70
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