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
$125M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Sells

1 +$277K
2 +$230K
3 +$142K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$105K
5
AAPL icon
Apple
AAPL
+$84K

Sector Composition

1 Technology 16.99%
2 Healthcare 13.06%
3 Financials 11.34%
4 Industrials 9.42%
5 Consumer Staples 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$215K 0.17%
+1,650
102
$203K 0.16%
3,546
+150
103
-10,000