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
$99.9M
AUM Growth
+$900K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$208K
2
+$40.5K
3
+$37.5K
4
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$31.2K
5
VB icon
Vanguard Small-Cap ETF
VB
+$13.6K

Top Sells

1
+$1.35M
2
+$738K
3
+$189K
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$132K
5
MSFT icon
Microsoft
MSFT
+$49K

Sector Composition

1 Technology 11.29%
2 Industrials 7.51%
3 Consumer Discretionary 6.53%
4 Materials 4.3%
5 Communication Services 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$208K 0.21%
+10,749
52
$45K 0.05%
15,500
53
– –
-5,214
54
– –
-42,004
1 2
3