WT

WHI Trust Portfolio holdings

AUM $133M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
+$2.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1 +$3.32M
2 +$1.52M
3 +$372K
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$65.8K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$58.9K

Top Sells

1 +$219K
2 +$59.8K
3 +$18.3K
4
GAB icon
Gabelli Equity Trust
GAB
+$16.5K
5
NVDA icon
NVIDIA
NVDA
+$16K

Sector Composition

1 Technology 1.74%
2 Financials 0.79%
3 Healthcare 0.78%
4 Industrials 0.52%
5 Consumer Staples 0.44%