WI
Wealth Intelligence Portfolio holdings
AUM
$202M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$202M
AUM Growth
–
Holding
55
Top Buys
| 1 | +$72.4M | |
| 2 | +$16.9M | |
| 3 | +$11M | |
| 4 |
Apple
AAPL
|
+$7.38M |
| 5 |
Broadcom
AVGO
|
+$6.33M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 39.25% |
| 2 | Technology | 12.56% |
| 3 | Financials | 9.83% |
| 4 | Industrials | 7.43% |
| 5 | Communication Services | 3.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
S&P Global
SPGI
$131B
| $444K | 0.22% |
+849
|
|
||
52
Pultegroup
PHM
$25.9B
| $412K | 0.2% |
+3,513
|
|
||
53
TJX Companies
TJX
$176B
| $405K | 0.2% |
+2,639
|
|
||
54
Cadence Design Systems
CDNS
$82.2B
| $393K | 0.2% |
+1,257
|
|
||
55
Synopsys
SNPS
$81.5B
| $345K | 0.17% |
+735
|
|