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WIM
Wiregrass Investment Management Portfolio holdings
AUM
$121M
This Fund
S&P 500
This Quarter
Est. Return
+2.63%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$120M
AUM Growth
–
Cap. Flow
+$119M
Cap. Flow
% of AUM
99.8%
Top 10 Holdings %
Top 10 Hldgs %
43.63%
Holding
98
New
98
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
UnitedHealth
UNH
|
+$8.33M |
| 2 |
NVIDIA
NVDA
|
+$7.68M |
| 3 |
Apple
AAPL
|
+$7.58M |
| 4 |
Broadcom
AVGO
|
+$5.7M |
| 5 |
Microsoft
MSFT
|
+$5.64M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 28.67% |
| 2 | Healthcare | 13.01% |
| 3 | Financials | 11.07% |
| 4 | Communication Services | 8.41% |
| 5 | Consumer Discretionary | 7.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
UnitedHealth
UNH
$390B
| $8.11M | 6.78% |
+24,571
| New | +$8.33M |
|
|
2
NVIDIA
NVDA
$4.93T
| $7.69M | 6.43% |
+41,251
| New | +$7.68M |
|
|
3
Apple
AAPL
$4.66T
| $7.67M | 6.41% |
+28,218
| New | +$7.58M |
|
|
4
Broadcom
AVGO
$1.83T
| $5.52M | 4.61% |
+15,942
| New | +$5.7M |
|
|
5
Microsoft
MSFT
$2.9T
| $5.44M | 4.55% |
+11,258
| New | +$5.64M |
|
6
Alphabet (Google) Class A
GOOGL
$4.3T
| $4.92M | 4.11% |
+15,724
| New | +$4.49M |
|
7
Amazon
AMZN
$2.66T
| $4.25M | 3.55% |
+18,399
| New | +$4.21M |
|
8
JPMorgan Chase
JPM
$896B
| $4.21M | 3.52% |
+13,068
| New | +$4.05M |
|
9
Cummins
CMI
$91.7B
| $2.34M | 1.96% |
+4,588
| New | +$2.14M |
|
10
Truist Financial
TFC
$64.7B
| $2.04M | 1.71% |
+41,498
| New | +$1.91M |
|
11
Flowers Foods
FLO
$1.76B
| $2.03M | 1.69% |
+186,154
| New | +$2.16M |
|
12
Meta Platforms (Facebook)
META
$1.67T
| $1.94M | 1.62% |
+2,937
| New | +$1.96M |
|
13
Tesla
TSLA
$1.48T
| $1.87M | 1.56% |
+4,161
| New | +$1.84M |
|
14
Chevron
CVX
$363B
| $1.8M | 1.51% |
+11,819
| New | +$1.8M |
|
15
Eli Lilly
LLY
$1.05T
| $1.77M | 1.48% |
+1,648
| New | +$1.58M |
|
16
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36B
| $1.76M | 1.47% |
+30,918
| New | +$1.74M |
|
17
Home Depot
HD
$336B
| $1.71M | 1.43% |
+4,960
| New | +$1.82M |
|
18
Mastercard
MA
$475B
| $1.7M | 1.42% |
+2,971
| New | +$1.66M |
|
19
Morgan Stanley
MS
$349B
| $1.59M | 1.33% |
+8,933
| New | +$1.49M |
|
20
LyondellBasell Industries
LYB
$18.8B
| $1.43M | 1.2% |
+33,024
| New | +$1.5M |
|
21
Johnson & Johnson
JNJ
$621B
| $1.42M | 1.19% |
+6,883
| New | +$1.36M |
|
22
Public Service Enterprise Group
PEG
$40.3B
| $1.25M | 1.05% |
+15,595
| New | +$1.27M |
|
23
TSMC
TSM
$2.19T
| $1.22M | 1.02% |
+4,023
| New | +$1.18M |
|
24
3M
MMM
$82.3B
| $1.22M | 1.02% |
+7,595
| New | +$1.24M |
|
25
Salesforce
CRM
$140B
| $1.21M | 1.01% |
+4,553
| New | +$1.13M |
|
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