WMWM
Whitaker-Myers Wealth Managers Portfolio holdings
AUM
$479M
1-Year Est. Return
17.35%
This Fund
S&P 500
1 Year Est. Return
+17.35%
AUM
$479M
AUM Growth
+$20.7M
(+4.5%)
Holding
132
Top Buys
| 1 | +$2.37M | |
| 2 | +$2.14M | |
| 3 | +$1.8M | |
| 4 |
Quanta Services
PWR
|
+$1.77M |
| 5 |
Shopify
SHOP
|
+$1.74M |
Top Sells
| 1 | +$2.96M | |
| 2 | +$2.93M | |
| 3 | +$2.45M | |
| 4 |
Goldman Sachs
GS
|
+$2.23M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
126
Vanguard Total International Stock ETF
VXUS
$140B
| – | – |
-3,894
|
|
||
127
ProShares Ultra Bitcoin ETF
BITU
$343M
| – | – |
-4,275
|
|
||
|
ELCV
128
Eventide High Dividend ETF
ELCV
$167M
| – | – |
-8,816
|
|
||
129
Inspire Global Hope ETF
BLES
$144M
| – | – |
-8,457
|
|
||
130
Coinbase
COIN
$46.4B
| – | – |
-2,588
|
|
||
131
Deere & Co
DE
$171B
| – | – |
-1,648
|
|
||
132
Emcor
EME
$32.4B
| – | – |
-1,582
|
|