WPW

Warther Private Wealth Portfolio holdings

AUM $423M
1-Year Est. Return 30.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$300M
AUM Growth
+$6.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$13.4M
3
+$13.4M
4
TSM icon
TSMC
TSM
+$8.4M
5
UBER icon
Uber
UBER
+$7.42M

Top Sells

1
+$13.7M
2
+$10.7M
3
+$10.6M
4
QCOM icon
Qualcomm
QCOM
+$7.92M
5
LULU icon
lululemon athletica
LULU
+$7.52M

Sector Composition

1 Consumer Discretionary 33.05%
2 Technology 24.4%
3 Financials 19.43%
4 Communication Services 7.96%
5 Healthcare 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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77
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79
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-2,333
80
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-28,374
81
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-14,890
82
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-4,750
83
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-6,961
84
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-843
85
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-896
1 2 3
4