WH
Whitcomb & Hess Portfolio holdings
AUM
$389M
1-Year Est. Return
14.06%
1 Year Est. Return
+14.06%
AUM
$355M
AUM Growth
+$24.3M
(+7.4%)
Holding
57
Top Buys
| 1 | +$943K | |
| 2 | +$703K | |
| 3 | +$382K | |
| 4 |
VanEck Rare Earth/Strategic Metals ETF
REMX
|
+$333K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$303K |
Top Sells
| 1 | +$389K | |
| 2 | +$290K | |
| 3 | +$225K | |
| 4 |
Tesla
TSLA
|
+$225K |
| 5 |
STK
Columbia Seligman Premium Technology Growth Fund
STK
|
+$218K |
Sector Composition
| 1 | Technology | 0.54% |
| 2 | Industrials | 0.21% |
| 3 | Healthcare | 0.19% |
| 4 | Financials | 0.09% |
| 5 | Consumer Staples | 0.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Invesco S&P 500 Low Volatility ETF
SPLV
$7.6B
| $220K | 0.06% |
3,026
-213
|
|
||
52
Philip Morris
PM
$225B
| $216K | 0.06% |
+1,188
|
|
||
53
Cleveland-Cliffs
CLF
$7.08B
| $174K | 0.05% |
+22,929
|
|
||
54
Wendy's
WEN
$1.63B
| $134K | 0.04% |
11,748
+144
|
|
||
55
Chevron
CVX
$318B
| – | – |
-1,346
|
|
||
|
STK
56
Columbia Seligman Premium Technology Growth Fund
STK
$678M
| – | – |
-7,775
|
|
||
|
57
Tesla
TSLA
$1.52T
| – | – |
-867
|
|