WIM
Wiregrass Investment Management Portfolio holdings
AUM
$121M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$121M
AUM Growth
+$1.01M
(+0.84%)
Holding
104
Top Buys
| 1 | +$2.85M | |
| 2 | +$982K | |
| 3 | +$779K | |
| 4 |
Philip Morris
PM
|
+$712K |
| 5 |
GE Aerospace
GE
|
+$698K |
Top Sells
| 1 | +$1.11M | |
| 2 | +$979K | |
| 3 | +$902K | |
| 4 |
Eli Lilly
LLY
|
+$504K |
| 5 |
Netflix
NFLX
|
+$484K |
Sector Composition
| 1 | Technology | 26.75% |
| 2 | Healthcare | 11.8% |
| 3 | Financials | 10.62% |
| 4 | Consumer Discretionary | 7.68% |
| 5 | Communication Services | 6.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$4.58T
| $7.62M | 6.31% |
30,016
+1,798
|
|
||
2
NVIDIA
NVDA
$5.11T
| $7.28M | 6.03% |
41,730
+479
|
|
||
3
UnitedHealth
UNH
$345B
| $6.65M | 5.51% |
24,563
-8
|
|
||
4
Broadcom
AVGO
$2.12T
| $4.77M | 3.95% |
15,415
-527
|
|
||
5
Microsoft
MSFT
$3.34T
| $4.72M | 3.91% |
12,748
+1,490
|
|
||
6
Alphabet (Google) Class A
GOOGL
$4.61T
| $4.65M | 3.86% |
16,184
+460
|
|
||
7
Amazon
AMZN
$2.91T
| $4.02M | 3.33% |
19,302
+903
|
|
||
8
JPMorgan Chase
JPM
$802B
| $3.86M | 3.2% |
13,137
+69
|
|
||
9
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54B
| $2.68M | 2.22% |
+27,413
|
|
||
10
Chevron
CVX
$363B
| $2.51M | 2.08% |
12,132
+313
|
|
||
11
Mastercard
MA
$436B
| $2.22M | 1.84% |
4,450
+1,479
|
|
||
12
Truist Financial
TFC
$60.1B
| $1.98M | 1.64% |
42,979
+1,481
|
|
||
13
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$35B
| $1.88M | 1.56% |
33,296
+2,378
|
|
||
14
Meta Platforms (Facebook)
META
$1.61T
| $1.81M | 1.5% |
3,159
+222
|
|
||
15
Flowers Foods
FLO
$1.62B
| $1.77M | 1.47% |
217,643
+31,489
|
|
||
16
Tesla
TSLA
$1.64T
| $1.75M | 1.45% |
4,707
+546
|
|
||
17
Johnson & Johnson
JNJ
$542B
| $1.74M | 1.44% |
7,108
+225
|
|
||
18
Home Depot
HD
$316B
| $1.72M | 1.42% |
5,221
+261
|
|
||
19
Cummins
CMI
$89.2B
| $1.61M | 1.34% |
2,994
-1,594
|
|
||
|
20
GE Aerospace
GE
$338B
| $1.56M | 1.29% |
5,480
+2,221
|
|
||
21
Morgan Stanley
MS
$328B
| $1.53M | 1.27% |
9,308
+375
|
|
||
22
Salesforce
CRM
$156B
| $1.43M | 1.19% |
7,682
+3,129
|
|
||
23
Costco
COST
$424B
| $1.32M | 1.1% |
1,328
+59
|
|
||
24
Public Service Enterprise Group
PEG
$39.2B
| $1.32M | 1.09% |
16,295
+700
|
|
||
25
Principal Financial Group
PFG
$22.4B
| $1.3M | 1.08% |
14,450
+930
|
|