WRM

Westport Resources Management Portfolio holdings

AUM $138M
1-Year Est. Return 14.6%
This Quarter Est. Return
1 Year Est. Return
+14.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$283M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,077
New
Increased
Reduced
Closed

Top Buys

1 +$7.22M
2 +$6.62M
3 +$6.38M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.75M
5
XOM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
826
$9K ﹤0.01%
+255
827
$9K ﹤0.01%
+80
828
$9K ﹤0.01%
+17
829
$9K ﹤0.01%
+225
830
$9K ﹤0.01%
+327
831
$9K ﹤0.01%
+376
832
$9K ﹤0.01%
+254
833
$9K ﹤0.01%
+327
834
$8K ﹤0.01%
+351
835
$8K ﹤0.01%
+100
836
$8K ﹤0.01%
+79
837
$8K ﹤0.01%
+375
838
$8K ﹤0.01%
+325
839
$8K ﹤0.01%
+207
840
$8K ﹤0.01%
+362
841
$8K ﹤0.01%
+400
842
$8K ﹤0.01%
+390
843
$8K ﹤0.01%
+98
844
$8K ﹤0.01%
+500
845
$8K ﹤0.01%
+131
846
$8K ﹤0.01%
+250
847
$8K ﹤0.01%
+175
848
$8K ﹤0.01%
+700
849
$8K ﹤0.01%
+272
850
$8K ﹤0.01%
+177