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
$3.45B
AUM Growth
-$445M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
15
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$1.66M
3
+$1.24M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$844K

Top Sells

1
+$69.4M
2
+$58.3M
3
+$56.6M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$46.5M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$45.1M

Sector Composition

1 Technology 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$986M 28.58%
25,159
-1,770
2
$930M 26.93%
16,140
-983
3
$748M 21.66%
15,708
-1,226
4
$230M 6.65%
2,232
-452
5
$190M 5.49%
4,336
+38
6
$121M 3.5%
638
-107
7
$112M 3.26%
1,496
-283
8
$64.5M 1.87%
936
-655
9
$26.9M 0.78%
889
10
$15.6M 0.45%
412
-425
11
$12.7M 0.37%
60
+4
12
$6.61M 0.19%
72
-21
13
$5.06M 0.15%
+89
14
$4.43M 0.13%
43
+12
15
– –
-675