WIM

Waycross Investment Management Portfolio holdings

AUM $105M
1-Year Est. Return 14.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.94%
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
+$971K
3
+$910K
4
EWW icon
iShares MSCI Mexico ETF
EWW
+$892K
5
INDA icon
iShares MSCI India ETF
INDA
+$881K

Top Sells

1
+$1.23M
2
+$1.16M
3
+$578K
4
ABT icon
Abbott
ABT
+$324K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$151K

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
– –
-28,241
58
– –
-2,947
59
– –
-23,857
1 2
3