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
$95.9M
AUM Growth
-$4.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$130K
2 +$23.9K
3 +$538

Top Sells

1 +$1.43M
2 +$1.27M
3 +$956K
4
NTR icon
Nutrien
NTR
+$594K
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$559K

Sector Composition

1 Technology 12.97%
2 Industrials 5.6%
3 Consumer Discretionary 5.26%
4 Materials 4.5%
5 Communication Services 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-18,309
52
-15,120