WIM
Warwick Investment Management Portfolio holdings
AUM
$649M
1-Year Est. Return
15.63%
1 Year Est. Return
+15.63%
AUM
$649M
AUM Growth
+$72.9M
(+13%)
Holding
163
Top Buys
| 1 | +$14.9M | |
| 2 | +$11.2M | |
| 3 | +$8.6M | |
| 4 |
Vanguard Growth ETF
VUG
|
+$7.9M |
| 5 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$6.42M |
Top Sells
| 1 | +$932K | |
| 2 | +$574K | |
| 3 | +$558K | |
| 4 |
Sprott Physical Silver Trust
PSLV
|
+$445K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$346K |
Sector Composition
| 1 | Technology | 3.39% |
| 2 | Financials | 1.31% |
| 3 | Real Estate | 1.13% |
| 4 | Energy | 0.8% |
| 5 | Communication Services | 0.8% |
