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
$104M
AUM Growth
-$3.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.79M
3
+$1.49M
4
TUR icon
iShares MSCI Turkey ETF
TUR
+$1.19M
5
EPOL icon
iShares MSCI Poland ETF
EPOL
+$824K

Top Sells

1
+$2.96M
2
+$1.6M
3
+$984K
4
LEA icon
Lear
LEA
+$863K
5
TRV icon
Travelers Companies
TRV
+$843K

Sector Composition

1 Technology 9.77%
2 Industrials 6.04%
3 Materials 5.99%
4 Communication Services 3.79%
5 Consumer Discretionary 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-3,419
52
– –
-4,175
53
– –
-3,894
54
– –
-3,632
55
– –
-32,881
56
– –
-5,957
57
– –
-3,661
1 2
3