WA1
Wimmer Associates 1 Portfolio holdings
AUM
$196M
This Quarter Return
+0.86%
1 Year Return
+13.07%
3 Year Return
+67.7%
5 Year Return
+113.61%
10 Year Return
–
AUM
$202M
AUM Growth
+$202M
(-0.97%)
Cap. Flow
-$1.7M
Cap. Flow
% of AUM
-0.84%
Top 10 Holdings %
Top 10 Hldgs %
42.86%
Holding
114
New
3
Increased
25
Reduced
44
Closed
4
Top Buys
| 1 |
Eli Lilly
LLY
|
$629K |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$331K |
| 3 |
Charles Schwab
SCHW
|
$221K |
| 4 |
Ameriprise Financial
AMP
|
$208K |
| 5 |
Vanguard ESG US Stock ETF
ESGV
|
$201K |
Top Sells
| 1 |
Diageo
DEO
|
$513K |
| 2 |
Invesco FTSE RAFI US 1000 ETF
PRF
|
$229K |
| 3 |
Vanguard Value ETF
VTV
|
$229K |
| 4 |
Public Storage
PSA
|
$223K |
| 5 |
Apple
AAPL
|
$215K |
Sector Composition
| 1 | Technology | 25.22% |
| 2 | Healthcare | 10.91% |
| 3 | Financials | 9.96% |
| 4 | Consumer Discretionary | 7.56% |
| 5 | Consumer Staples | 7.45% |
