WRM
Westport Resources Management Portfolio holdings
AUM
$138M
1-Year Return
14.6%
This Quarter Return
+0.89%
1 Year Return
+14.6%
3 Year Return
+30.57%
5 Year Return
–
10 Year Return
–
AUM
$283M
AUM Growth
–
Cap. Flow
+$283M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
17.34%
Holding
1,077
New
1,077
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$7.22M |
| 2 |
Colgate-Palmolive
CL
|
$6.62M |
| 3 |
IBM
IBM
|
$6.38M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$4.75M |
| 5 |
Exxon Mobil
XOM
|
$4.43M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 16.19% |
| 2 | Financials | 11.77% |
| 3 | Consumer Staples | 9.68% |
| 4 | Industrials | 7.98% |
| 5 | Technology | 7.94% |
