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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
IBDS icon
76
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.82B
$448K 0.37%
18,500
+3,500
+23% +$85K
IBDU icon
77
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.98B
$442K 0.37%
19,000
+9,000
+90% +$211K
IBDT icon
78
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.03B
$431K 0.36%
17,000
+4,000
+31% +$102K
PNC icon
79
PNC Financial Services
PNC
$102B
$385K 0.32%
1,850
-286
-13% -$62.3K
IBDR icon
80
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.46B
$381K 0.32%
15,700
– –
MRK icon
81
Merck
MRK
$306B
$364K 0.3%
3,028
-180
-6% -$20.8K
AMGN icon
82
Amgen
AMGN
$195B
$343K 0.28%
975
-25
-3% -$8.91K
CSCO icon
83
Cisco
CSCO
$470B
$332K 0.28%
4,277
+1
+0% +$78
PLD icon
84
Prologis
PLD
$133B
$327K 0.27%
2,471
-262
-10% -$35K
SPYD icon
85
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.51B
$278K 0.23%
+6,102
New +$280K
SLYG icon
86
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.06B
$277K 0.23%
2,872
+262
+10% +$26K
LMT icon
87
Lockheed Martin
LMT
$120B
$277K 0.23%
459
– –
DIVB icon
88
iShares Core Dividend ETF
DIVB
$1.6B
$274K 0.23%
5,074
+1,233
+32% +$67.7K
T icon
89
AT&T
T
$150B
$274K 0.23%
9,436
-36,634
-80% -$979K
MDT icon
90
Medtronic
MDT
$107B
$269K 0.22%
3,102
-237
-7% -$22.7K
NXPI icon
91
NXP Semiconductors
NXPI
$70.3B
$244K 0.2%
1,238
-128
-9% -$28.4K
GLXY
92
Galaxy Digital Inc
GLXY
$4.47B
$240K 0.2%
13,000
+2,000
+18% +$47.5K
TIP icon
93
iShares TIPS Bond ETF
TIP
$14.4B
$232K 0.19%
2,100
– –
MARA icon
94
Marathon Digital Holdings
MARA
$4.65B
$81.6K 0.07%
10,000
– –
XTNT icon
95
Xtant Medical Holdings
XTNT
$57.2M
$57.5K 0.05%
103,000
– –
DEFT
96
Defi Technologies
DEFT
$175M
$33.1K 0.03%
60,000
– –
BABA icon
97
Alibaba
BABA
$269B
– –
-1,831
Closed -$268K
GBTC icon
98
Grayscale Bitcoin Trust
GBTC
$9.35B
– –
-2,961
Closed -$202K
INSM icon
99
Insmed
INSM
$23.7B
– –
-2,500
Closed -$435K
NFLX icon
100
Netflix
NFLX
$311B
– –
-5,164
Closed -$484K
1 2 3
4
5

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