WPW

Warther Private Wealth Portfolio holdings

AUM $382M
1-Year Est. Return 24.06%
This Quarter Est. Return
1 Year Est. Return
+24.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$1.07M
2 +$758K
3 +$460K
4
NFLX icon
Netflix
NFLX
+$435K
5
SWX icon
Southwest Gas
SWX
+$372K

Top Sells

1 +$733K
2 +$448K
3 +$434K
4
ETSY icon
Etsy
ETSY
+$383K
5
CRWD icon
CrowdStrike
CRWD
+$286K

Sector Composition

1 Technology 31.55%
2 Consumer Discretionary 17.23%
3 Financials 12.32%
4 Industrials 6.61%
5 Consumer Staples 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-4,511
127
-2,822
128
-5,253
129
-1,366
130
-3,000