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
$133M
AUM Growth
+$1.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$218K
2 +$203K
3 +$162K
4
DIS icon
Walt Disney
DIS
+$83.8K
5
WPP icon
WPP
WPP
+$53.5K

Top Sells

1 +$328K
2 +$218K
3 +$212K
4
VFC icon
VF Corp
VFC
+$209K
5
VZ icon
Verizon
VZ
+$191K

Sector Composition

1 Healthcare 21.09%
2 Technology 15.1%
3 Financials 13.24%
4 Energy 11.66%
5 Industrials 11.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,549
102
-3,609