WM

WS Management Portfolio holdings

AUM $652M
1-Year Est. Return 21.81%
This Quarter Est. Return
1 Year Est. Return
+21.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$562M
AUM Growth
-$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$1.4M

Top Sells

1
+$43.3M
2
+$14.4M
3
+$11.5M
4
AAPL icon
Apple
AAPL
+$9.57M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$7.67M

Sector Composition

1 Financials 24.77%
2 Energy 9.92%
3 Technology 9.87%
4 Materials 9.47%
5 Consumer Staples 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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66
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-48,700
1 2
3