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
$198M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$887K
2 +$420K
3 +$355K
4
CSCO icon
Cisco
CSCO
+$305K
5
SIVB
SVB Financial Group
SIVB
+$241K

Top Sells

1 +$903K
2 +$605K
3 +$505K
4
TMUS icon
T-Mobile US
TMUS
+$355K
5
DG
DOLLAR GENERAL CORP
DG
+$331K

Sector Composition

1 Technology 33.85%
2 Healthcare 21.61%
3 Consumer Discretionary 11.37%
4 Financials 9.33%
5 Consumer Staples 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-300
127
-173
128
-140
129
-769