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WM

WS Management Portfolio holdings

AUM $764M
1-Year Est. Return 53.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+53.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$652M
AUM Growth
+$78.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$16.3M
3
+$5.97M
4
CHTR icon
Charter Communications
CHTR
+$4.35M
5
TEM
Tempus AI
TEM
+$3.42M

Top Sells

1
+$10.6M
2
+$4.53M
3
+$4.32M
4
GME icon
GameStop
GME
+$2.9M
5
CROX icon
Crocs
CROX
+$1.83M

Sector Composition

1 Financials 21.4%
2 Technology 14.61%
3 Consumer Discretionary 14.02%
4 Healthcare 6.83%
5 Communication Services 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.75M 0.88%
100,000
27
$5.6M 0.86%
122,351
28
$3.94M 0.6%
+48,836
29
$3.13M 0.48%
316,222
30
– –
0
31
– –
0
32
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0
33
– –
0
34
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35
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-323,567
36
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0
37
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-119,000
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