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
$145M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$8.8M
2
+$7.61M
3
+$4.42M
4
VT icon
Vanguard Total World Stock ETF
VT
+$3.72M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$957K

Top Sells

1
+$2.81M
2
+$2.38M
3
+$1.49M
4
SYY icon
Sysco
SYY
+$502K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$494K

Sector Composition

1 Technology 0.21%
2 Consumer Discretionary 0%
3 Consumer Staples 0%
4 Energy 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
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