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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
$1.08B
AUM Growth
-$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$24.2M
2
+$8.41M
3
+$3.89M
4
TSLA icon
Tesla
TSLA
+$3.22M
5
ANGI icon
Angi Inc
ANGI
+$1.87M

Top Sells

1
+$90.6M
2
+$16M
3
+$12.7M
4
CVNA icon
Carvana
CVNA
+$10.6M
5
LUV icon
Southwest Airlines
LUV
+$9.79M

Sector Composition

1 Financials 31.8%
2 Communication Services 13.17%
3 Consumer Discretionary 11.21%
4 Technology 9.07%
5 Industrials 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$179K 0.02%
149,507
52
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0
53
– –
-22,984
54
– –
-284,390
55
– –
0
56
– –
0
57
– –
0
58
– –
0
59
– –
0
60
– –
-118,421
61
– –
-58,400
1 2
3