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
$4.03B
AUM Growth
+$525M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
18
New
Increased
Reduced
Closed

Top Buys

1
+$138M
2
+$94.5M
3
+$46.3M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$44.2M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$31.1M

Top Sells

1
+$447M
2
+$275M
3
+$24.7M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$4.24M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.06M

Sector Composition

1 Technology 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.8B 44.7%
36,463,364
+2,036,640
2
$987M 24.46%
16,436,999
-54,785
3
$294M 7.3%
2,471,852
-2,330,696
4
$226M 5.6%
3,964,405
-56,529
5
$180M 4.45%
4,588,201
+3,804,322
6
$88.5M 2.19%
658,548
+174,452
7
$70M 1.74%
783,380
+364,792
8
$66.5M 1.65%
844,643
9
$60.6M 1.5%
783,879
-55,724
10
$58M 1.44%
244,855
-2,003,539
11
$53.1M 1.32%
93,476
+5,632
12
$48.8M 1.21%
+250,167
13
$44.5M 1.1%
+418,588
14
$20.9M 0.52%
+786,995
15
$19.9M 0.49%
412,144
16
$6.48M 0.16%
62,022
-237,986
17
$4.94M 0.12%
82,534
-4,254
18
$1.92M 0.05%
+3,776