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
$3.28M
AUM Growth
-$2.59B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
21
New
Increased
Reduced
Closed

Top Buys

1
+$280K
2
+$174K
3
+$125K
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$102K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$43.8K

Top Sells

1
+$27.2M
2
+$13.6M
3
+$8.16M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.39M
5
CRWD icon
CrowdStrike
CRWD
+$551K

Sector Composition

1 Healthcare 0.05%
2 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.36M 41.52%
32,654
+4,163
2
$944K 28.75%
18,303
+5,418
3
$236K 7.19%
4,706
-286
4
$193K 5.88%
1,845
-96
5
$125K 3.8%
+259
6
$102K 3.1%
+880
7
$85.7K 2.61%
1,117
-379
8
$60.4K 1.84%
1,874
+985
9
$56.8K 1.73%
711
10
$48K 1.46%
210
-53
11
$43.8K 1.33%
+581
12
$16.9K 0.52%
412
13
$5.18K 0.16%
89
14
$2.2K 0.07%
20
-12
15
$1.52K 0.05%
+462
16
– –
-26
17
– –
-2
18
– –
-35
19
– –
-14
20
– –
-467
21
– –
-58