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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
WSR
151
Whitestone REIT
WSR
$719M
| – | – |
-10,016
|
|
||
152
Verizon
VZ
$166B
| – | – |
-4,815
|
|
||
153
VICI Properties
VICI
$30.4B
| – | – |
-6,575
|
|
||
154
United Rentals
URI
$59B
| – | – |
-240
|
|
||
155
Uber
UBER
$175B
| – | – |
-2,159
|
|
||
156
AT&T
T
$168B
| – | – |
-7,651
|
|
||
|
157
Sprott Physical Silver Trust
PSLV
$18.3B
| – | – |
-28,315
|
|
||
158
ServiceNow
NOW
$138B
| – | – |
-1,100
|
|
||
159
Altria Group
MO
$103B
| – | – |
-3,064
|
|
||
160
Linde
LIN
$205B
| – | – |
-540
|
|
||
161
Highwoods Properties
HIW
$2.99B
| – | – |
-7,005
|
|
||
162
Boston Properties
BXP
$10.6B
| – | – |
-2,751
|
|
||
163
Abbott
ABT
$215B
| – | – |
-1,570
|
|