WL

WIT LLC Portfolio holdings

AUM $4.99B
1-Year Est. Return 21.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.6B
AUM Growth
-$854M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
17
New
Increased
Reduced
Closed

Top Buys

1
+$132K
2
+$29.4K
3
+$6.13K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$3.34K
5
CRWD icon
CrowdStrike
CRWD
+$419

Top Sells

1
+$906K
2
+$137K
3
+$72.3K
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$30.3K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$15.9K

Sector Composition

1 Healthcare 0.31%
2 Technology 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.17B 45.08%
28,491
+3,332
2
$652M 25.09%
12,885
-2,823
3
$239M 9.21%
4,992
+656
4
$205M 7.88%
1,941
-291
5
$115M 4.44%
1,496
6
$56.1M 2.16%
263
-375
7
$53.6M 2.06%
711
-225
8
$28.5M 1.1%
889
9
$27.2M 1.05%
467
-15,673
10
$16.6M 0.64%
412
11
$13.6M 0.53%
58
-2
12
$8.16M 0.31%
+35
13
$5.25M 0.2%
89
14
$3.45M 0.13%
+32
15
$2.39M 0.09%
26
-46
16
$551K 0.02%
+2
17
$338K 0.01%
14
-29