WR

WD Rutherford Portfolio holdings

AUM $235M
1-Year Est. Return 33.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$787K
3
+$743K
4
MCD icon
McDonald's
MCD
+$610K
5
SLB icon
SLB Ltd
SLB
+$558K

Top Sells

1
+$981K
2
+$917K
3
+$732K
4
BG icon
Bunge Global
BG
+$700K
5
ANET icon
Arista Networks
ANET
+$496K

Sector Composition

1 Technology 30.91%
2 Healthcare 19.89%
3 Consumer Discretionary 13.25%
4 Consumer Staples 10.35%
5 Financials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
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