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

Top Buys

1
+$27.3M
2
+$16.1M
3
+$16M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.13M
5
KMX icon
CarMax
KMX
+$6.42M

Top Sells

1
+$13.9M
2
+$10M
3
+$7.9M
4
CNQ icon
Canadian Natural Resources
CNQ
+$4.8M
5
UBER icon
Uber
UBER
+$3.83M

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
in Stake 		Capital Flow
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54
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55
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56
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59
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60
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61
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-95,334
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