WMWM

Whitaker-Myers Wealth Managers Portfolio holdings

AUM $479M
1-Year Est. Return 17.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$479M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$2.14M
3
+$1.8M
4
PWR icon
Quanta Services
PWR
+$1.77M
5
SHOP icon
Shopify
SHOP
+$1.74M

Top Sells

1
+$2.96M
2
+$2.93M
3
+$2.45M
4
GS icon
Goldman Sachs
GS
+$2.23M
5
ANET icon
Arista Networks
ANET
+$2.1M

Sector Composition

1 Technology 3.72%
2 Industrials 2.77%
3 Financials 1.71%
4 Consumer Discretionary 1.62%
5 Communication Services 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
STX icon
51
Seagate
STX
$88.9B
$1.57M 0.33%
5,689
+1,818
PANW icon
52
Palo Alto Networks
PANW
$122B
$1.56M 0.32%
8,448
+3,815
ETHA
53
iShares Ethereum Trust ETF
ETHA
$1.11B
$1.55M 0.32%
+68,937
GLXY
54
Galaxy Digital Inc
GLXY
$3.97B
$1.55M 0.32%
+69,132
EPI icon
55
WisdomTree India Earnings Fund ETF
EPI
$2.66B
$1.55M 0.32%
33,390
-8,212
HOOD icon
56
Robinhood
HOOD
$68.3B
$1.52M 0.32%
13,473
+4,282
FSLR icon
57
First Solar
FSLR
$21.2B
$1.51M 0.31%
5,778
+1,841
COWZ icon
58
Pacer US Cash Cows 100 ETF
COWZ
$19.1B
$1.51M 0.31%
25,069
-7,847
AU icon
59
AngloGold Ashanti
AU
$64.5B
$1.49M 0.31%
17,500
+4,888
CRS icon
60
Carpenter Technology
CRS
$19.8B
$1.46M 0.31%
4,650
+1,406
TT icon
61
Trane Technologies
TT
$102B
$1.45M 0.3%
3,725
+1,783
XLI icon
62
State Street Industrial Select Sector SPDR ETF
XLI
$31.5B
$1.44M 0.3%
+9,279
GRNY
63
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.15B
$1.42M 0.3%
57,550
+815
JPM icon
64
JPMorgan Chase
JPM
$810B
$1.42M 0.3%
4,395
+53
BABA icon
65
Alibaba
BABA
$344B
$1.4M 0.29%
9,564
+4,696
PTIN icon
66
Pacer Trendpilot International ETF
PTIN
$187M
$1.36M 0.28%
43,139
-4,471
PTMC icon
67
Pacer Trendpilot US Mid Cap ETF
PTMC
$404M
$1.31M 0.27%
36,618
-2,398
XLC icon
68
State Street Communication Services Select Sector SPDR ETF
XLC
$27.1B
$1.28M 0.27%
+10,911
SCHB icon
69
Schwab US Broad Market ETF
SCHB
$38.7B
$1.24M 0.26%
47,356
+103
ITOT icon
70
iShares Core S&P Total US Stock Market ETF
ITOT
$82.3B
$1.24M 0.26%
8,324
+22
QQQ icon
71
Invesco QQQ Trust
QQQ
$397B
$1.12M 0.23%
1,830
-112
FTCS icon
72
First Trust Capital Strength ETF
FTCS
$8.47B
$1.12M 0.23%
12,131
-232
RPM icon
73
RPM International
RPM
$14.6B
$1.04M 0.22%
9,973
WWJD icon
74
Inspire International ETF
WWJD
$492M
$832K 0.17%
22,817
+14,279
DIVI icon
75
Franklin International Core Dividend Tilt Index ETF
DIVI
$2.38B
$756K 0.16%
19,437
-2,669
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3
4 5