WWWM

White Wing Wealth Management Portfolio holdings

AUM $148M
1-Year Est. Return 12.54%
This Quarter Est. Return
1 Year Est. Return
+12.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
+$4.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$502K
2
+$245K
3
+$83.5K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$74.5K
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$48.8K

Top Sells

1
+$361K
2
+$322K
3
+$296K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$157K
5
DFEV icon
Dimensional Emerging Markets Value ETF
DFEV
+$143K

Sector Composition

1 Technology 2.91%
2 Consumer Discretionary 1.81%
3 Energy 0.93%
4 Communication Services 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$232K 0.18%
3,432
-1,920
27
$214K 0.17%
374
-41
28
$206K 0.16%
7,052
-4,512
29
– –
-16,328
1
2