WHGC
Wealth High Governance Capital Portfolio holdings
AUM
$348M
1-Year Est. Return
95.51%
1 Year Est. Return
+95.51%
AUM
$322M
AUM Growth
+$169M
(+111%)
Holding
44
Top Buys
| 1 | +$33.9M | |
| 2 | +$19M | |
| 3 | +$18.5M | |
| 4 |
On Holding
ONON
|
+$16.8M |
| 5 |
Flutter Entertainment
FLUT
|
+$14.2M |
Top Sells
| 1 | +$46.2M | |
| 2 | +$12.1M | |
| 3 | +$11.4M | |
| 4 |
GAP
The Gap Inc
GAP
|
+$7.67M |
| 5 |
KraneShares CSI China Internet ETF
KWEB
|
+$6.49M |
Sector Composition
| 1 | Consumer Discretionary | 30.72% |
| 2 | Technology | 26.47% |
| 3 | Utilities | 12.35% |
| 4 | Materials | 8.48% |
| 5 | Energy | 6.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Agnico Eagle Mines
AEM
$108B
| $4.42M | 1.37% |
+37,200
|
|
||
27
United Airlines
UAL
$34.9B
| $3.95M | 1.23% |
49,600
+31,000
|
|
||
28
Roblox
RBLX
$52B
| $3.91M | 1.21% |
+37,200
|
|
||
29
Freeport-McMoran
FCX
$86.7B
| $2.69M | 0.83% |
+62,000
|
|
||
30
Carvana
CVNA
$66.9B
| $2.09M | 0.65% |
+6,200
|
|
||
31
Ecopetrol
EC
$25.7B
| $1.65M | 0.51% |
186,000
|
|
||
32
Vista Energy
VIST
$5.52B
| $606K | 0.19% |
12,668
-24,800
|
|
||
33
Grupo Cibest SA
CIB
$19.6B
| $573K | 0.18% |
12,400
-8,215
|
|
||
34
Applovin
APP
$177B
| – | – |
-18,600
|
|
||
35
Century Aluminum
CENX
$4.55B
| – | – |
-61,999
|
|
||
36
Global X Copper Miners ETF NEW
COPX
$6.12B
| – | – |
-309,999
|
|
||
37
SPDR Dow Jones Industrial Average ETF Trust
DIA
$44.5B
| – | – |
-110,000
|
|
||
38
VanEck Gold Miners ETF
GDX
$32.1B
| – | – |
-248,000
|
|
||
|
39
KraneShares CSI China Internet ETF
KWEB
$8.49B
| – | – |
-186,000
|
|
||
40
NVIDIA
NVDA
$4.56T
| – | – |
-6,200
|
|
||
41
Sea Limited
SE
$73.9B
| – | – |
-24,800
|
|
||
42
TSMC
TSM
$1.74T
| – | – |
-24,800
|
|
||
|
GAP
43
The Gap Inc
GAP
$10.1B
| – | – |
-372,287
|
|
||
44
Deckers Outdoor
DECK
$14.6B
| – | – |
-37,200
|
|