WIM

Waverton Investment Management Portfolio holdings

AUM $7.26B
1-Year Est. Return 24.86%
This Quarter Est. Return
1 Year Est. Return
+24.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.53B
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$34.6M
2
+$23M
3
+$20.9M
4
LMT icon
Lockheed Martin
LMT
+$13.3M
5
AMZN icon
Amazon
AMZN
+$12.1M

Top Sells

1
+$49.2M
2
+$11.9M
3
+$10.4M
4
DTD icon
WisdomTree US Total Dividend Fund
DTD
+$9.13M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.09M

Sector Composition

1 Financials 24.09%
2 Communication Services 17.36%
3 Technology 14.41%
4 Industrials 14.27%
5 Healthcare 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.64M 0.11%
+120,988
77
$1.59M 0.1%
25,520
78
$1.54M 0.1%
14,780
79
$1.5M 0.1%
40,000
80
$1.45M 0.1%
17,286
+6,391
81
$1.42M 0.09%
34,550
-5,750
82
$1.41M 0.09%
28,735
83
$1.36M 0.09%
16,123
84
$1.31M 0.09%
19,608
+136
85
$1.28M 0.08%
20,111
+105
86
$1.21M 0.08%
+32,184
87
$1.17M 0.08%
26,306
88
$1.16M 0.08%
+11,992
89
$1.05M 0.07%
232,383
90
$1.03M 0.07%
25,000
91
$1.02M 0.07%
18,088
92
$952K 0.06%
48,320
93
$728K 0.05%
29,600
-1,200
94
$691K 0.05%
+12,472
95
$670K 0.04%
49,300
96
$604K 0.04%
+13,768
97
$600K 0.04%
600,000
98
$591K 0.04%
+24,345
99
$546K 0.04%
18,400
100
$531K 0.03%
+21,534
1 2 3
4
5