WI

WJ Interests Portfolio holdings

AUM $234M
1-Year Est. Return 12.26%
This Quarter Est. Return
1 Year Est. Return
+12.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
+$8.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$7.53M
2
+$2.81M
3
+$2.38M
4
STEL icon
Stellar Bancorp
STEL
+$1.49M
5
NTSX icon
WisdomTree US Efficient Core Fund
NTSX
+$769K

Top Sells

1
+$8.38M
2
+$7.35M
3
+$2.08M
4
VT icon
Vanguard Total World Stock ETF
VT
+$305K
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$31.1K

Sector Composition

1 Financials 1.38%
2 Consumer Staples 0.77%
3 Energy 0.59%
4 Healthcare 0.45%
5 Technology 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$74.7K 0.06%
+4,058
27
$70.7K 0.06%
+400
28
$63K 0.05%
+1,500
29
$62.2K 0.05%
+740
30
$61.3K 0.05%
+1,752
31
$54.4K 0.05%
+262
32
$52.3K 0.04%
+1,328
33
$52.2K 0.04%
+150
34
$51.3K 0.04%
+350
35
$50.5K 0.04%
+257
36
$50.3K 0.04%
+600
37
$48.9K 0.04%
+200
38
$48.2K 0.04%
+2,500
39
$44.4K 0.04%
+134
40
$43K 0.04%
+576
41
$42.4K 0.04%
+312
42
$37K 0.03%
+300
43
$35.5K 0.03%
+3,000
44
$33.7K 0.03%
+340
45
$29.4K 0.02%
+500
46
$29.1K 0.02%
+283
47
$24.4K 0.02%
+100
48
$23.6K 0.02%
+373
49
$21.5K 0.02%
+56
50
$20.8K 0.02%
+551
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