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
$655M
AUM Growth
+$1.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$21.1M
2 +$10.2M
3 +$7.62M
4
NVDA icon
NVIDIA
NVDA
+$5.56M
5
WTFC icon
Wintrust Financial
WTFC
+$4.44M

Top Sells

1 +$34.6M
2 +$18.3M
3 +$10.9M
4
COP icon
ConocoPhillips
COP
+$8.68M
5
META icon
Meta Platforms (Facebook)
META
+$6.32M

Sector Composition

1 Financials 25.07%
2 Technology 15.14%
3 Materials 7.01%
4 Consumer Staples 6.6%
5 Consumer Discretionary 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
0
52
0
53
-52,500
54
0
55
-130,000
56
0
57
0