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
$5.08M
AUM Growth
-$4.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
18
New
Increased
Reduced
Closed

Top Buys

1
+$239K
2
+$76.2K
3
+$73.7K
4
COIN icon
Coinbase
COIN
+$15.3K
5
AM icon
Antero Midstream
AM
+$2K

Top Sells

1
+$1.62B
2
+$1.12B
3
+$497M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$213M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$192M

Sector Composition

1 Financials 0.3%
2 Energy 0.04%
3 Technology 0.01%
4 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.57M 30.82%
33,930
-35,210,451
2
$1.13M 22.21%
19,033
-18,820,004
3
$601K 11.83%
5,745
-907,643
4
$534K 10.51%
9,610
-8,939,233
5
$239K 4.71%
+3,884
6
$193K 3.79%
4,265
-4,260,697
7
$182K 3.58%
3,789
-4,442,314
8
$160K 3.14%
2,050
-2,047,460
9
$158K 3.12%
745
-744,278
10
$137K 2.69%
1,855
-1,993,702
11
$76.2K 1.5%
+433
12
$73.7K 1.45%
+683
13
$15.3K 0.3%
+80
14
$13.6K 0.27%
370
-188,431
15
$2K 0.04%
+180
16
$1.14K 0.02%
16
-14,432
17
$281 0.01%
+1
18
– –
-17,508