WL

WIT LLC Portfolio holdings

AUM $5.3B
1-Year Est. Return 20.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.41B
AUM Growth
+$380M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
18
New
Increased
Reduced
Closed

Top Buys

1
+$99.9M
2
+$21.8M
3
+$5.03M
4
VB icon
Vanguard Small-Cap ETF
VB
+$3.89M

Top Sells

1
+$52.6M
2
+$26.6M
3
+$889K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$4.61K

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.08B 47.13%
38,402,552
+1,939,188
2
$1.09B 24.66%
16,517,680
+80,681
3
$243M 5.49%
2,029,697
-442,155
4
$238M 5.38%
3,964,405
5
$199M 4.51%
4,588,201
6
$93.9M 2.13%
658,548
7
$88.5M 2.01%
1,122,162
+277,519
8
$66.3M 1.5%
260,555
+15,700
9
$61.2M 1.39%
783,879
10
$57.2M 1.3%
93,476
11
$52.2M 1.18%
250,167
12
$45.9M 1.04%
491,177
-292,203
13
$44.7M 1.01%
418,588
14
$22M 0.5%
412,144
15
$21.5M 0.49%
786,995
16
$6.6M 0.15%
61,978
-44
17
$4.95M 0.11%
82,534
18
$893K 0.02%
1,821
-1,955