WPA

WIT Partners Advisory Portfolio holdings

AUM $289M
1-Year Est. Return 30.6%
This Quarter Est. Return
1 Year Est. Return
-30.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$289M
AUM Growth
-$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CROX icon
1
Crocs
CROX
$4.25B
$289M 100%
2,852,280