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
$131M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$1.55M
2 +$592K
3 +$358K
4
AAPL icon
Apple
AAPL
+$350K
5
CPB icon
Campbell Soup
CPB
+$284K

Top Sells

1 +$615K
2 +$208K
3 +$141K
4
BDX icon
Becton Dickinson
BDX
+$125K
5
WSM icon
Williams-Sonoma
WSM
+$84.4K

Sector Composition

1 Healthcare 21.99%
2 Technology 14.63%
3 Energy 12.54%
4 Financials 12.44%
5 Industrials 11.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-200
102
-3,536