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
$1.94B
AUM Growth
-$839M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$53.8M
2 +$13M
3 +$11.1M
4
CVNA icon
Carvana
CVNA
+$8.27M
5
SNAP icon
Snap
SNAP
+$8.27M

Top Sells

1 +$174M
2 +$53.2M
3 +$52.1M
4
MU icon
Micron Technology
MU
+$38.1M
5
MOS icon
The Mosaic Company
MOS
+$35.5M

Sector Composition

1 Financials 35.02%
2 Consumer Discretionary 15.17%
3 Technology 10.87%
4 Communication Services 9.61%
5 Industrials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-300,000