WL

WIT LLC Portfolio holdings

AUM $4.03B
1-Year Est. Return 11.21%
This Quarter Est. Return
1 Year Est. Return
+11.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.79B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1
+$1.75B
2
+$606M
3
+$487M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$341M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$210M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.75B 46.17%
+34,904,344
2
$606M 15.99%
+9,834,950
3
$487M 12.86%
+5,878,140
4
$341M 8.99%
+6,593,704
5
$210M 5.54%
+4,446,103
6
$199M 5.26%
+2,733,302
7
$170M 4.48%
+871,503
8
$15.2M 0.4%
+73,542
9
$5.94M 0.16%
+116,446
10
$4.16M 0.11%
+10,940
11
$1.21M 0.03%
+5,720