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
$653M
AUM Growth
+$91.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$26.3M
2
+$17.2M
3
+$17M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.62M
5
META icon
Meta Platforms (Facebook)
META
+$6.32M

Top Sells

1
+$13.9M
2
+$9.17M
3
+$7.67M
4
CNQ icon
Canadian Natural Resources
CNQ
+$4.8M
5
WMT icon
Walmart Inc
WMT
+$3.54M

Sector Composition

1 Financials 24.58%
2 Energy 7.7%
3 Technology 7.59%
4 Materials 6.84%
5 Consumer Staples 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
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