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
$115M
AUM Growth
+$235K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$683K
2 +$371K
3 +$206K
4
UL icon
Unilever
UL
+$204K
5
AMGN icon
Amgen
AMGN
+$55.4K

Top Sells

1 +$372K
2 +$316K
3 +$297K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$214K
5
GLW icon
Corning
GLW
+$213K

Sector Composition

1 Technology 16.1%
2 Healthcare 12.85%
3 Financials 11.09%
4 Industrials 10.05%
5 Consumer Staples 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-6,400
102
-1,210
103
-4,076
104
-7,437