WA

Wheatland Advisors Portfolio holdings

AUM $24.1M
1-Year Est. Return 5.34%
This Quarter Est. Return
1 Year Est. Return
+5.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$95.4M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$3.51M
2 +$3.28M
3 +$3.22M
4
MPC icon
Marathon Petroleum
MPC
+$3.2M
5
MSFT icon
Microsoft
MSFT
+$2.81M

Top Sells

No sells this quarter

Sector Composition

1 Energy 20.99%
2 Healthcare 20.69%
3 Industrials 12.37%
4 Technology 9.38%
5 Financials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$236K 0.25%
+2,711
77
$221K 0.23%
+3,412
78
$220K 0.23%
+9,450
79
$211K 0.22%
+3,428
80
$121K 0.13%
+11,428