WIM

Warwick Investment Management Portfolio holdings

AUM $515M
1-Year Est. Return 13.19%
This Quarter Est. Return
1 Year Est. Return
+13.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$81.6M
2 +$18.1M
3 +$15.4M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.5M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$11.5M

Top Sells

No sells this quarter

Sector Composition

1 Financials 1.66%
2 Technology 1.37%
3 Energy 0.81%
4 Industrials 0.38%
5 Consumer Staples 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$217K 0.11%
+11,156
52
$215K 0.11%
+2,305
53
$82K 0.04%
+15,040
54
$37K 0.02%
+1,000