WR

WD Rutherford Portfolio holdings

AUM $225M
1-Year Est. Return 33.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$235M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$939K
2
+$836K
3
+$664K
4
HOOD icon
Robinhood
HOOD
+$624K
5
AXON icon
Axon Enterprise
AXON
+$620K

Top Sells

1
+$1.66M
2
+$1.17M
3
+$935K
4
COO icon
Cooper Companies
COO
+$543K
5
MRVL icon
Marvell Technology
MRVL
+$354K

Sector Composition

1 Technology 37.47%
2 Financials 13.43%
3 Communication Services 11.78%
4 Industrials 11.57%
5 Consumer Discretionary 10.43%
Name Market Value Portfolio Weight Shares or Principal Change
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