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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
$423M
AUM Growth
+$41.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$16.4M
3
+$14.5M
4
EL icon
Estee Lauder
EL
+$13.9M
5
CMG icon
Chipotle Mexican Grill
CMG
+$13M

Top Sells

1
+$11.9M
2
+$9.41M
3
+$8.17M
4
NU icon
Nu Holdings
NU
+$7.55M
5
AVGO icon
Broadcom
AVGO
+$6.51M

Sector Composition

1 Technology 34.51%
2 Consumer Discretionary 22.28%
3 Healthcare 18.99%
4 Financials 10.83%
5 Communication Services 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-4,227
52
– –
-3,108
53
– –
-2,365
54
– –
-13,700
55
– –
-333,025
56
– –
-23,675
57
– –
-372
58
– –
-4,101
1 2
3