WI

WJ Interests Portfolio holdings

AUM $248M
1-Year Est. Return 11.98%
This Quarter Est. Return
1 Year Est. Return
+11.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$248M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$14.4M
2 +$2.55M
3 +$2.09M
4
RSST icon
Return Stacked US Stocks & Managed Futures ETF
RSST
+$572K
5
AAPL icon
Apple
AAPL
+$354K

Top Sells

1 +$4.86M
2 +$4.53M
3 +$3.85M
4
RFIX
Simplify Bond Bull ETF
RFIX
+$3.82M
5
RSSB icon
Return Stacked Global Stocks & Bonds ETF
RSSB
+$2.82M

Sector Composition

1 Financials 0.88%
2 Technology 0.8%
3 Consumer Staples 0.2%
4 Real Estate 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
RFIX
26
Simplify Bond Bull ETF
RFIX
$114M
-78,538