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
$3.9B
AUM Growth
-$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
15
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$12.3M
3
+$11.5M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.16M
5
PATH icon
UiPath
PATH
+$509K

Top Sells

1
+$46M
2
+$16.8M
3
+$12.1M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$11M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$6.8M

Sector Composition

1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.1B 28.11%
26,929
-1,131
2
$989M 25.37%
17,123
+72
3
$835M 21.42%
16,934
-246
4
$279M 7.17%
2,684
5
$198M 5.09%
4,298
+250
6
$148M 3.8%
745
7
$134M 3.45%
1,779
-145
8
$115M 2.96%
1,591
-232
9
$33.1M 0.85%
837
-172
10
$28.1M 0.72%
889
-187
11
$19.9M 0.51%
+675
12
$12.3M 0.32%
+56
13
$8.56M 0.22%
93
-16
14
$509K 0.01%
+31
15
– –
-17