WA1

Wimmer Associates 1 Portfolio holdings

AUM $196M
1-Year Est. Return 13.07%
This Quarter Est. Return
1 Year Est. Return
+13.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$221K
2 +$215K
3 +$201K
4
PSX icon
Phillips 66
PSX
+$152K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$55.3K

Top Sells

1 +$243K
2 +$207K
3 +$135K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$132K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$90.4K

Sector Composition

1 Technology 16.17%
2 Healthcare 13.26%
3 Industrials 11.84%
4 Financials 10.33%
5 Consumer Staples 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$120K 0.11%
2,409
-97
102
$32K 0.03%
10,000