WIM
Warwick Investment Management Portfolio holdings
AUM
$515M
1-Year Est. Return
13.19%
1 Year Est. Return
+13.19%
AUM
$515M
AUM Growth
+$34.1M
(+7.1%)
Holding
132
Top Buys
| 1 | +$2.05M | |
| 2 | +$1.44M | |
| 3 | +$945K | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$651K |
| 5 |
Vanguard Value ETF
VTV
|
+$588K |
Top Sells
| 1 | +$3.95M | |
| 2 | +$2.15M | |
| 3 | +$1.27M | |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
+$1.07M |
| 5 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$827K |
Sector Composition
| 1 | Technology | 3.12% |
| 2 | Financials | 1.33% |
| 3 | Energy | 0.86% |
| 4 | Consumer Discretionary | 0.76% |
| 5 | Communication Services | 0.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Camden Property Trust
CPT
$10.9B
| – | – |
-2,276
|
|
||
127
NVR
NVR
$21B
| – | – |
-95
|
|
||
128
SBA Communications
SBAC
$21.2B
| – | – |
-922
|
|
||
129
Vanguard Small-Cap Value ETF
VBR
$31B
| – | – |
-1,090
|
|
||
130
Vanguard Russell 1000 ETF
VONE
$6.86B
| – | – |
-15,575
|
|
||
131
Ventas
VTR
$31.6B
| – | – |
-5,310
|
|
||
132
Welltower
WELL
$115B
| – | – |
-2,005
|
|