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
$3.64B
AUM Growth
+$3.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$178M
2
+$3.23M

Top Sells

1
+$170M
2
+$37.4M
3
+$13.2M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$6.22M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$678K

Sector Composition

1 Healthcare 0%
2 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.03B 28.14%
26,313
-4,358
2
$996M 27.33%
17,224
3
$650M 17.84%
13,920
+3,805
4
$398M 10.93%
3,819
-359
5
$164M 4.5%
3,907
+77
6
$132M 3.62%
3,482
-348
7
$120M 3.28%
1,823
8
$79M 2.17%
1,049
-9
9
$68.9M 1.89%
370
10
$9.92M 0.27%
330
-207
11
$1.1M 0.03%
17
12
– –
-12
13
– –
-14