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
$3.51M
AUM Growth
-$541K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$3.54K
2
+$2.12K
3
+$2.08K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.29K
5
VERV
Verve Therapeutics
VERV
+$472

Top Sells

1
+$112K
2
+$64K
3
+$15.2K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$15K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$12.9K

Sector Composition

1 Technology 0.06%
2 Healthcare 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.12M 31.9%
30,671
-3,058
2
$995K 28.37%
17,224
+36
3
$435K 12.39%
10,115
-299
4
$429K 12.22%
4,178
-8
5
$134K 3.81%
3,830
-435
6
$134K 3.81%
3,830
+37
7
$102K 2.91%
1,823
-32
8
$79.2K 2.26%
1,058
-200
9
$63.2K 1.8%
370
-375
10
$14.9K 0.42%
537
+128
11
$2.12K 0.06%
+12
12
$941 0.03%
17
13
$472 0.01%
+14