WR

WD Rutherford Portfolio holdings

AUM $235M
1-Year Est. Return 33.69%
This Quarter Est. Return
1 Year Est. Return
+33.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$7.22M
2
+$5.99M
3
+$5.46M
4
ADBE icon
Adobe
ADBE
+$5.41M
5
ALGN icon
Align Technology
ALGN
+$4.89M

Top Sells

No sells this quarter

Sector Composition

1 Technology 31.4%
2 Healthcare 20.75%
3 Consumer Discretionary 11.74%
4 Financials 10.85%
5 Consumer Staples 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$23K 0.01%
+255
102
$22K 0.01%
+90
103
$18K 0.01%
+220
104
$18K 0.01%
+213
105
$16K 0.01%
+225
106
$16K 0.01%
+60
107
$15K 0.01%
+61
108
$13K 0.01%
+40
109
$11K 0.01%
+173
110
$8K 0.01%
+110
111
$6K ﹤0.01%
+50
112
$4K ﹤0.01%
+16
113
$3K ﹤0.01%
+200
1 2 3 4
5