WCM
Winebrenner Capital Management Portfolio holdings
AUM
$139M
1-Year Est. Return
8.45%
1 Year Est. Return
+8.45%
AUM
$124M
AUM Growth
+$13.1M
(+12%)
Holding
131
Top Buys
| 1 | +$2.41M | |
| 2 | +$1.12M | |
| 3 | +$960K | |
| 4 |
Pacer Aristotle Pacific Floating Rate High Income ETF
FLRT
|
+$854K |
| 5 |
JPMorgan Limited Duration Bond ETF
JPLD
|
+$446K |
Top Sells
| 1 | +$455K | |
| 2 | +$230K | |
| 3 | +$221K | |
| 4 |
Yum China
YUMC
|
+$204K |
| 5 |
ETJ
Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
|
+$90.4K |
Sector Composition
| 1 | Technology | 9.31% |
| 2 | Financials | 5.88% |
| 3 | Energy | 4.83% |
| 4 | Consumer Staples | 4.3% |
| 5 | Communication Services | 3.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
YieldMax Magnificent 7 Fund of Option Income ETFs
YMAG
$389M
| $153K | 0.12% |
+10,000
|
|
||
127
YieldMax Ultra Option Income Strategy ETF
ULTY
$2.76B
| $69.3K | 0.06% |
+11,000
|
|
||
128
YieldMax MRNA Option Income Strategy ETF
MRNY
$88.2M
| $47K | 0.04% |
20,000
|
|
||
|
129
Yum China
YUMC
$15.8B
| – | – |
-3,922
|
|
||
130
Yum! Brands
YUM
$41.4B
| – | – |
-1,461
|
|
||
131
Elevance Health
ELV
$70.6B
| – | – |
-508
|
|