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
$3.94B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1
+$159M
2
+$71.1M
3
+$70.6M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$66.9M
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$23.5M

Top Sells

1
+$119M
2
+$97.6M
3
+$10.1M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.13B 28.79%
28,060
+1,747
2
$998M 25.35%
17,051
-173
3
$838M 21.29%
17,180
+3,260
4
$281M 7.14%
2,684
-1,135
5
$183M 4.64%
4,048
+141
6
$147M 3.74%
1,924
+875
7
$141M 3.59%
745
+375
8
$130M 3.31%
1,823
9
$39.8M 1.01%
1,009
-2,473
10
$33.9M 0.86%
1,076
+746
11
$10M 0.25%
+109
12
$1.2M 0.03%
17