WIM

Waycross Investment Management Portfolio holdings

AUM $96.1M
1-Year Est. Return 12.92%
This Quarter Est. Return
1 Year Est. Return
+12.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$1.02M
3
+$929K
4
INDA icon
iShares MSCI India ETF
INDA
+$901K
5
PYPL icon
PayPal
PYPL
+$890K

Top Sells

1
+$1.23M
2
+$1.16M
3
+$578K
4
ABT icon
Abbott
ABT
+$324K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$158K

Sector Composition

1 Technology 10.61%
2 Materials 6.62%
3 Industrials 6.24%
4 Consumer Discretionary 6.24%
5 Communication Services 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.27M 1.19%
10,011
-1,177
27
$1.05M 0.98%
21,053
+1,687
28
$984K 0.92%
3,632
-96
29
$951K 0.89%
71,607
+15,388
30
$929K 0.87%
+13,408
31
$901K 0.84%
+17,468
32
$890K 0.83%
+13,282
33
$868K 0.81%
+24,208
34
$865K 0.81%
14,368
+922
35
$863K 0.8%
5,957
+1,431
36
$843K 0.79%
+3,661
37
$841K 0.78%
+556
38
$832K 0.78%
6,317
+981
39
$827K 0.77%
40,656
40
$824K 0.77%
9,346
+1,439
41
$755K 0.7%
+9,244
42
$744K 0.69%
37,240
+4,608
43
$687K 0.64%
32,749
-55,232
44
$633K 0.59%
+8,525
45
$621K 0.58%
+4,808
46
$618K 0.58%
3,894
-164
47
$613K 0.57%
+5,069
48
$561K 0.52%
+3,419
49
$541K 0.5%
+18,750
50
$498K 0.46%
1,184
-18
1
2
3