WIM

Wingspan Investment Management Portfolio holdings

AUM $125M
1-Year Est. Return 17.13%
This Quarter Est. Return
1 Year Est. Return
+17.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$55M
AUM Growth
-$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$5.38M
2
+$2.81M
3
+$1.94M
4
GSAT icon
Globalstar
GSAT
+$1.5M
5
GSL icon
Global Ship Lease
GSL
+$88K

Top Sells

1
+$25.3M
2
+$6.83M
3
+$3.96M
4
GPIAU
GP Investments Acquisition Corp. Unit
GPIAU
+$2.49M
5
HCACU
Hennessy Capital Acquisition Corp. Unit
HCACU
+$2.45M

Sector Composition

1 Energy 51.34%
2 Utilities 10.96%
3 Communication Services 6.06%
4 Consumer Discretionary 5.1%
5 Healthcare 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
0
27
– –
-250,000
1
2