WPA
WIT Partners Advisory Portfolio holdings
AUM $303M
AUM
$303M
AUM Growth
-$9.5M (-3%)
Cap. Flow
–
Cap. Flow % of AUM
–
Top 10 Holdings %Top 10 Hldgs %
100%
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $303M | 100% | 2,852,280 | – | – |
