WIM
Waverton Investment Management Portfolio holdings
AUM
$7.77B
1-Year Est. Return
25.07%
1 Year Est. Return
+25.07%
AUM
$7.26B
AUM Growth
+$801M
(+12%)
Holding
108
Top Buys
| 1 | +$202M | |
| 2 | +$69M | |
| 3 | +$38.7M | |
| 4 |
Advanced Micro Devices
AMD
|
+$37.1M |
| 5 |
UnitedHealth
UNH
|
+$29.9M |
Top Sells
| 1 | +$129M | |
| 2 | +$92.7M | |
| 3 | +$88.8M | |
| 4 |
TE Connectivity
TEL
|
+$81.7M |
| 5 |
GE Vernova
GEV
|
+$10.8M |
Sector Composition
| 1 | Technology | 31.59% |
| 2 | Financials | 22.76% |
| 3 | Industrials | 13.72% |
| 4 | Consumer Discretionary | 10.51% |
| 5 | Healthcare | 8.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Vanguard Dividend Appreciation ETF
VIG
$99.9B
| $238K | ﹤0.01% |
1,161
|
|
||
102
Gilead Sciences
GILD
$153B
| $222K | ﹤0.01% |
2,000
|
|
||
103
Caterpillar
CAT
$268B
| $218K | ﹤0.01% |
+562
|
|
||
104
WisdomTree US Total Dividend Fund
DTD
$1.49B
| $212K | ﹤0.01% |
2,670
|
|
||
105
McDonald's
MCD
$219B
| $205K | ﹤0.01% |
701
|
|
||
106
EOG Resources
EOG
$59B
| – | – |
-1,590
|
|
||
107
Citigroup
C
$184B
| – | – |
-3,550
|
|
||
108
Amgen
AMGN
$181B
| – | – |
-714
|
|