WPA

WIT Partners Advisory Portfolio holdings

AUM $342M
1-Year Est. Return 8.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-8.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$269M
AUM Growth
-$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$7.01M
3
+$3.11M
4
SILJ icon
Amplify Junior Silver Miners ETF
SILJ
+$3.06M
5
SIL icon
Global X Silver Miners ETF NEW
SIL
+$2.94M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 88.44%
2 Energy 0.15%
3 Industrials 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$238M 88.44%
2,852,280
2
$7.96M 2.95%
+276,187
3
$7.82M 2.9%
+524,070
4
$3.84M 1.42%
+175,000
5
$3.79M 1.41%
+90,000
6
$3.57M 1.33%
+52,500
7
$1.52M 0.56%
+11,200
8
$689K 0.26%
+11,150
9
$443K 0.16%
+16,000
10
$431K 0.16%
+7,500
11
$402K 0.15%
+51,735
12
$387K 0.14%
+68,800
13
$316K 0.12%
+2,500