WMWM

Whitaker-Myers Wealth Managers Portfolio holdings

AUM $502M
1-Year Est. Return 19.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$357M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$6.4M
2
+$5.62M
3
+$2.61M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.34M
5
PSLV icon
Sprott Physical Silver Trust
PSLV
+$2.23M

Top Sells

1
+$4.46M
2
+$2.29M
3
+$1.15M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$790K
5
TSLA icon
Tesla
TSLA
+$606K

Sector Composition

1 Technology 3.77%
2 Financials 1.44%
3 Communication Services 0.95%
4 Industrials 0.71%
5 Consumer Discretionary 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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