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WIM

Wiregrass Investment Management Portfolio holdings

AUM $121M
This Fund
S&P 500
This Quarter Est. Return
-2.7%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$121M
AUM Growth
+$1.01M
Cap. Flow
+$6.52M
Cap. Flow %
5.4%
Top 10 Hldgs %
40.42%
Holding
104
New
6
Increased
53
Reduced
21
Closed
8

Top Buys

1
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.85M
2
AGNC icon
AGNC Investment
AGNC
+$982K
3
MA icon
Mastercard
MA
+$779K
4
PM icon
Philip Morris
PM
+$712K
5
GE icon
GE Aerospace
GE
+$698K

Top Sells

1
LYB icon
LyondellBasell Industries
LYB
+$1.11M
2
T icon
AT&T
T
+$979K
3
CMI icon
Cummins
CMI
+$902K
4
LLY icon
Eli Lilly
LLY
+$504K
5
NFLX icon
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
GLW icon
51
Corning
GLW
$158B
$834K 0.69%
6,130
+683
+13% +$82.4K
SPDW icon
52
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.7B
$800K 0.66%
17,527
-247
-1% -$11.6K
PFE icon
53
Pfizer
PFE
$140B
$759K 0.63%
27,037
+1,546
+6% +$41.2K
IBM icon
54
IBM
IBM
$273B
$754K 0.63%
3,111
+204
+7% +$55.2K
PLTR icon
55
Palantir
PLTR
$312B
$712K 0.59%
4,867
+523
+12% +$80K
CAH icon
56
Cardinal Health
CAH
$54.7B
$695K 0.58%
3,289
+125
+4% +$26.9K
ISRG icon
57
Intuitive Surgical
ISRG
$144B
$683K 0.57%
1,482
+75
+5% +$37.9K
MPWR icon
58
Monolithic Power Systems
MPWR
$63.4B
$683K 0.57%
624
+18
+3% +$19.7K
BRK.B icon
59
Berkshire Hathaway Class B
BRK.B
$1.07T
$679K 0.56%
1,417
-8
-0.6% -$3.93K
PM icon
60
Philip Morris
PM
$281B
$677K 0.56%
+4,097
New +$712K
OMC icon
61
Omnicom Group
OMC
$23.5B
$624K 0.52%
8,291
+2,543
+44% +$197K
SPIB icon
62
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$609K 0.5%
18,159
+2,211
+14% +$74.7K
CAT icon
63
Caterpillar
CAT
$429B
$592K 0.49%
836
+75
+10% +$51.9K
IP icon
64
International Paper
IP
$19.6B
$555K 0.46%
+15,544
New +$646K
VCSH icon
65
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.6B
$555K 0.46%
7,000
– –
JPST icon
66
JPMorgan Ultra-Short Income ETF
JPST
$39.8B
$547K 0.45%
10,800
– –
VB icon
67
Vanguard Small-Cap ETF
VB
$79.7B
$529K 0.44%
2,018
– –
PRGO icon
68
Perrigo
PRGO
$1.41B
$515K 0.43%
+47,978
New +$621K
BSV icon
69
Vanguard Short-Term Bond ETF
BSV
$44.6B
$510K 0.42%
6,500
– –
IJT icon
70
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.21B
$501K 0.42%
3,464
– –
OWL icon
71
Blue Owl Capital
OWL
$6.28B
$497K 0.41%
54,387
+4,649
+9% +$56.2K
EMR icon
72
Emerson Electric
EMR
$75.8B
$488K 0.4%
3,727
-312
-8% -$44.9K
IGSB icon
73
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.7B
$484K 0.4%
9,200
– –
SPEM icon
74
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.2B
$464K 0.38%
9,898
+109
+1% +$5.31K
TGT icon
75
Target
TGT
$61.2B
$458K 0.38%
3,776
-138
-4% -$15.6K
1 2
3
4 5

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