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 | |
|---|---|---|---|---|---|---|
101
State Street SPDR S&P 500 ETF Trust
SPY
$782B
| – | – |
-300
|
|
||
102
Visa
V
$621B
| – | – |
-668
|
|
||
103
Alibaba
BABA
$298B
| – | – |
-1,831
|
|
||
104
Grayscale Bitcoin Trust
GBTC
$11.1B
| – | – |
-2,961
|
|