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
$1.02B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$149M
2
+$20.8M
3
+$12.1M
4
GLD icon
SPDR Gold Trust
GLD
+$9.56M
5
CTVA icon
Corteva
CTVA
+$9.06M

Top Sells

1
+$33M
2
+$24.4M
3
+$3.36M
4
COUR icon
Coursera
COUR
+$2.91M
5
SPR icon
Spirit AeroSystems
SPR
+$2.86M

Sector Composition

1 Technology 17.63%
2 Financials 16.32%
3 Consumer Discretionary 10.06%
4 Consumer Staples 5.24%
5 Materials 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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-176,900
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