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
$683M
AUM Growth
-$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.92M
3
+$6.71M
4
NEM icon
Newmont
NEM
+$5.52M
5
CLF icon
Cleveland-Cliffs
CLF
+$4.92M

Top Sells

1
+$62.9M
2
+$38.3M
3
+$36.7M
4
NVDA icon
NVIDIA
NVDA
+$29.4M
5
FNF icon
Fidelity National Financial
FNF
+$18.9M

Sector Composition

1 Financials 18.47%
2 Technology 14.98%
3 Communication Services 13.65%
4 Materials 10.13%
5 Consumer Staples 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
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