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
51
$17.3K 0.01%
+521
52
$16.8K 0.01%
+300
53
$15.3K 0.01%
+120
54
$15.2K 0.01%
+400
55
$14.3K 0.01%
+75
56
$13.9K 0.01%
+279
57
$13.5K 0.01%
+825
58
$12.5K 0.01%
+418
59
$10.9K 0.01%
+180
60
$10.6K 0.01%
+750
61
$9.02K 0.01%
+540
62
$8.88K 0.01%
+156
63
$8.6K 0.01%
+510
64
$8.13K 0.01%
+337
65
$7.36K 0.01%
+500
66
$3.46K ﹤0.01%
+950
67
$3.04K ﹤0.01%
+35
68
$3.01K ﹤0.01%
+25
69
$2.72K ﹤0.01%
+113
70
$806 ﹤0.01%
+100
71
– –
-316,707
72
– –
-15,976
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