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
$1.09B
AUM Growth
+$74.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$25.2M
2 +$11.8M
3 +$6.89M
4
NVDA icon
NVIDIA
NVDA
+$4.52M
5
COP icon
ConocoPhillips
COP
+$2.55M

Top Sells

1 +$28.9M
2 +$16.5M
3 +$8.02M
4
TSLA icon
Tesla
TSLA
+$7.61M
5
CVNA icon
Carvana
CVNA
+$5.29M

Sector Composition

1 Technology 23.58%
2 Financials 20.1%
3 Consumer Discretionary 7.6%
4 Consumer Staples 5.03%
5 Energy 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
0
52
-192,722
53
0