WAM
WIM Asset Management Portfolio holdings
AUM
$116M
This Quarter Return
+6.64%
1 Year Return
+7.01%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$183M
AUM Growth
+$183M
(+12%)
Cap. Flow
+$10.9M
Cap. Flow
% of AUM
5.97%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
18
New
3
Increased
2
Reduced
–
Closed
4
Top Buys
| 1 |
BEST
BEST Inc. American Depositary Shares, each representing twenty (20) Class A Ordinary Shares
BEST
|
$23.2M |
| 2 |
Stitch Fix
SFIX
|
$2.47M |
| 3 |
Weibo
WB
|
$1.63M |
| 4 |
TAL Education Group
TAL
|
$736K |
| 5 |
New Oriental
EDU
|
$473K |
Top Sells
| 1 |
Applied Materials
AMAT
|
$8.18M |
| 2 |
ZEPP
Zepp Health
ZEPP
|
$4.51M |
| 3 |
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
|
$2.9M |
| 4 |
Starbucks
SBUX
|
$1.97M |
Sector Composition
| 1 | Consumer Discretionary | 47.53% |
| 2 | Communication Services | 23.64% |
| 3 | Industrials | 12.65% |
| 4 | Consumer Staples | 8.63% |
| 5 | Technology | 7.55% |
