WPAM
Wright Private Asset Management Portfolio holdings
AUM
$10.9M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$10.9M
AUM Growth
–
Holding
34
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 22.48% |
| 2 | Technology | 16.88% |
| 3 | Healthcare | 15.6% |
| 4 | Communication Services | 13.47% |
| 5 | Industrials | 10.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Emerson Electric
EMR
$83.5B
| $228K | 2.09% |
+4,183
|
|
||
27
PNC Financial Services
PNC
$89.3B
| $224K | 2.05% |
+3,073
|
|
||
28
Consolidated Edison
ED
$38.2B
| $220K | 2.01% |
+3,781
|
|
||
29
Home Depot
HD
$375B
| $212K | 1.94% |
+2,734
|
|
||
30
Walmart Inc
WMT
$930B
| $209K | 1.91% |
+8,415
|
|
||
31
Exxon Mobil
XOM
$579B
| $208K | 1.9% |
+2,307
|
|
||
32
MetLife
MET
$50.4B
| $207K | 1.89% |
+5,071
|
|
||
|
RAI
33
DELISTED
Reynolds American Inc
RAI
| $206K | 1.89% |
+8,524
|
|
||
34
Microchip Technology
MCHP
$43.9B
| $203K | 1.86% |
+10,906
|
|