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WPA

WIT Partners Advisory Portfolio holdings

AUM $213M
1-Year Est. Return 9.8%
This Fund
S&P 500
This Quarter Est. Return
+5.87%
1 Year Est. Return
+9.8%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$266M
AUM Growth
–
Cap. Flow
+$263M
Cap. Flow %
98.83%
Top 10 Hldgs %
100%
Holding
1
New
1
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
CROX icon
Crocs
CROX
+$263M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CROX icon
1
Crocs
CROX
$5.91B
$266M 100%
+2,852,280
New +$263M

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WIT Partners Advisory's Q4 2023 Portfolio in Review

Q4 2023 is the first quarter with a 13F filing on record for WIT Partners Advisory, which disclosed 1 position worth $266M. Its ten largest holdings account for 100% of the portfolio.

Its largest position is Crocs: 2,852,280 shares worth $266M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 100% of assets.

  • WIT Partners Advisory's largest Q4 2023 buy was Crocs: 2,852,280 shares worth $266M.
  • WIT Partners Advisory's ten largest holdings make up 100% of its $266M portfolio in Q4 2023.
  • WIT Partners Advisory disclosed 1 position in Q4 2023, its first 13F filing on record.

Based on WIT Partners Advisory's 13F filing for Q4 2023, filed 6 Feb 2024.