WR
WD Rutherford Portfolio holdings
AUM
$239M
1-Year Est. Return
29.46%
This Fund
S&P 500
1 Year Est. Return
+29.46%
AUM
$239M
AUM Growth
+$4.13M
(+1.8%)
Holding
81
Top Buys
| 1 | +$1.5M | |
| 2 | +$1.28M | |
| 3 | +$1.2M | |
| 4 |
Vertiv
VRT
|
+$1.17M |
| 5 |
Reddit
RDDT
|
+$1.1M |
Top Sells
| 1 | +$1.81M | |
| 2 | +$1.39M | |
| 3 | +$1.22M | |
| 4 |
Adobe
ADBE
|
+$1.21M |
| 5 |
GE HealthCare
GEHC
|
+$1.1M |
Sector Composition
| 1 | Technology | 36.38% |
| 2 | Communication Services | 13.28% |
| 3 | Financials | 13.17% |
| 4 | Industrials | 12.79% |
| 5 | Consumer Discretionary | 9.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
American Tower
AMT
$83.7B
| – | – |
-1,737
|
|
||
77
Arhaus
ARHS
$992M
| – | – |
-27,050
|
|
||
78
Church & Dwight Co
CHD
$22.4B
| – | – |
-20,618
|
|
||
79
Chipotle Mexican Grill
CMG
$42.1B
| – | – |
-35,442
|
|
||
80
Steris
STE
$21.3B
| – | – |
-925
|
|
||
81
Tractor Supply
TSCO
$24.1B
| – | – |
-4,190
|
|