WM

WS Management Portfolio holdings

AUM $573M
1-Year Est. Return 17.17%
This Quarter Est. Return
1 Year Est. Return
+17.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$817M
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$44.3M
2 +$14.7M
3 +$10.2M
4
KNX icon
Knight Transportation
KNX
+$6.36M
5
UBER icon
Uber
UBER
+$6.09M

Top Sells

1 +$32.3M
2 +$7.71M
3 +$5.72M
4
MU icon
Micron Technology
MU
+$4.4M
5
SRPT icon
Sarepta Therapeutics
SRPT
+$1.69M

Sector Composition

1 Financials 33.28%
2 Communication Services 12.43%
3 Technology 8.93%
4 Consumer Discretionary 7.59%
5 Consumer Staples 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$380K 0.04%
44,816
52
$99K 0.01%
3,887
53
0
54
0
55
0
56
0