WMWM
Whitaker-Myers Wealth Managers Portfolio holdings
AUM
$502M
1-Year Est. Return
19.18%
This Fund
S&P 500
1 Year Est. Return
+19.18%
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
Progressive
PGR
$117B
| – | – |
-3,557
|
|
||
127
VanEck Morningstar SMID Moat ETF
SMOT
$326M
| – | – |
-7,280
|
|
||
128
Timothy Plan High Dividend Stock ETF
TPHD
$349M
| – | – |
-8,694
|
|
||
129
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$64.5B
| – | – |
-2,538
|
|
||
130
Vanguard Total International Stock ETF
VXUS
$141B
| – | – |
-3,894
|
|
||
131
ProShares Ultra Bitcoin ETF
BITU
$431M
| – | – |
-4,275
|
|
||
|
ELCV
132
Eventide High Dividend ETF
ELCV
$174M
| – | – |
-8,816
|
|