WPA
WIT Partners Advisory Portfolio holdings
AUM
$289M
1-Year Return
30.6%
This Quarter Return
+1.49%
1 Year Return
-30.6%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$416M
AUM Growth
+$6.1M
(+1.5%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
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 | |
|---|---|---|---|---|---|---|
1
Crocs
CROX
$4.86B
| $416M | 100% |
2,852,280
| – | – |
|