WPA
WIT Partners Advisory Portfolio holdings
AUM
$289M
1-Year Est. Return
13.08%
This Fund
S&P 500
1 Year Est. Return
-13.08%
AUM
$269M
AUM Growth
-$19.4M
(-6.7%)
Holding
13
Top Buys
| 1 | +$7.33M | |
| 2 | +$7.01M | |
| 3 | +$3.11M | |
| 4 |
Amplify Junior Silver Miners ETF
SILJ
|
+$3.06M |
| 5 |
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
Crocs
CROX
$4B
| $238M | 88.44% |
2,852,280
|
|
||
2
Sprott Physical Gold
PHYS
$16.2B
| $7.96M | 2.95% |
+276,187
|
|
||
3
Sprott Physical Silver Trust
PSLV
$14.4B
| $7.82M | 2.9% |
+524,070
|
|
||
|
4
Amplify Junior Silver Miners ETF
SILJ
$3.81B
| $3.84M | 1.42% |
+175,000
|
|
||
|
SLVR
5
Sprott Silver Miners & Physical Silver ETF
SLVR
$758M
| $3.79M | 1.41% |
+90,000
|
|
||
|
6
Global X Silver Miners ETF NEW
SIL
$4.91B
| $3.57M | 1.33% |
+52,500
|
|
||
7
abrdn Physical Platinum Shares ETF
PPLT
$2.36B
| $1.52M | 0.56% |
+11,200
|
|
||
8
iShares Bitcoin Trust
IBIT
$51.8B
| $689K | 0.26% |
+11,150
|
|
||
9
Sprott Junior Uranium Miners ETF
URNJ
$393M
| $443K | 0.16% |
+16,000
|
|
||
10
Sprott Uranium Miners ETF
URNM
$2.06B
| $431K | 0.16% |
+7,500
|
|
||
|
CMBT
11
CMB.TECH NV
CMBT
$3.66B
| $402K | 0.15% |
+51,735
|
|
||
12
Hafnia
HAFN
$3.74B
| $387K | 0.14% |
+68,800
|
|
||
13
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.6B
| $316K | 0.12% |
+2,500
|
|