WAM

Wolverine Asset Management Portfolio holdings

AUM $7.03B
1-Year Est. Return 3.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+3.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.59B
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,631
New
Increased
Reduced
Closed

Top Buys

1
+$41.7M
2
+$33.6M
3
+$23.1M
4
TSLA icon
Tesla
TSLA
+$22M
5
NEE.PRT
NextEra Energy 7.234% Corporate Units
NEE.PRT
+$14.2M

Top Sells

1
+$49.5M
2
+$26.4M
3
+$14.5M
4
USAR
USA Rare Earth Inc
USAR
+$10.5M
5
VACHU
Voyager Acquisition Corp Unit
VACHU
+$8.22M

Sector Composition

1 Financials 5.91%
2 Technology 3.32%
3 Industrials 2.12%
4 Consumer Discretionary 2.09%
5 Healthcare 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$419K 0.01%
380,591
-32,781
477
$416K 0.01%
6,389
+1,713
478
$406K 0.01%
+36,391
479
$404K 0.01%
14,800
-1,000
480
$399K 0.01%
+26,551
481
$397K 0.01%
+14,144
482
$396K 0.01%
+67,120
483
$395K 0.01%
48,512
+7,459
484
$389K 0.01%
36,265
+13,271
485
$385K 0.01%
+18,573
486
$382K 0.01%
34,070
+8,505
487
$379K 0.01%
4,100
+1,900
488
$378K 0.01%
+10,000
489
$377K 0.01%
37,117
-203,002
490
$367K 0.01%
29,225
+18,292
491
$367K 0.01%
2,736
-200
492
$365K 0.01%
2,000
-1,000
493
$363K 0.01%
10,600
494
$362K 0.01%
+48,290
495
$358K 0.01%
920
+860
496
$356K 0.01%
37,402
+11,036
497
$356K 0.01%
+1,200
498
$351K 0.01%
+22,723
499
$349K 0.01%
3,893
+2,889
500
$346K 0.01%
1,988
18 19
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