WL
WIT LLC Portfolio holdings
AUM
$4.03B
This Quarter Return
-7.6%
1 Year Return
+11.21%
3 Year Return
+21.96%
5 Year Return
–
10 Year Return
–
AUM
$3.51M
AUM Growth
+$3.51M
(-13%)
Cap. Flow
-$212K
Cap. Flow
% of AUM
-6.03%
Top 10 Holdings %
Top 10 Hldgs %
99.9%
Holding
13
New
2
Increased
3
Reduced
7
Closed
–
Top Buys
| 1 |
iShares ESG Aware MSCI EM ETF
ESGE
|
$3.54K |
| 2 |
Snowflake
SNOW
|
$2.12K |
| 3 |
Vanguard Short-Term Treasury ETF
VGSH
|
$2.08K |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.29K |
| 5 |
VERV
Verve Therapeutics
VERV
|
$472 |
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$112K |
| 2 |
Vanguard Small-Cap ETF
VB
|
$64K |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
$15.2K |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$15K |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$12.9K |
Sector Composition
| 1 | Technology | 0.06% |
| 2 | Healthcare | 0.01% |
