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
51
$484K 0.45%
4,023
-9
52
$396K 0.37%
541
53
$396K 0.37%
7,855
-50
54
$310K 0.29%
+13,130
55
$286K 0.27%
1,585
56
$242K 0.23%
503
57
– –
-2,947
58
– –
-28,241
59
– –
-23,857
1 2
3