WAM

WT Asset Management Portfolio holdings

AUM $1.43B
1-Year Est. Return 120.6%
This Quarter Est. Return
1 Year Est. Return
+120.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$542M
AUM Growth
+$219M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$57.2M
2
+$46.2M
3
+$35.3M
4
TSLA icon
Tesla
TSLA
+$28.8M
5
JD icon
JD.com
JD
+$25.9M

Top Sells

1
+$54.5M
2
+$42.2M
3
+$21.6M
4
BILI icon
Bilibili
BILI
+$17.4M
5
EDU icon
New Oriental
EDU
+$10.6M

Sector Composition

1 Consumer Discretionary 43.73%
2 Technology 29.69%
3 Communication Services 12.56%
4 Consumer Staples 11.18%
5 Industrials 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.77M 0.33%
+14,936
27
– –
-293,600
28
– –
-82,676
29
– –
-198,800
30
– –
-87,600
31
– –
-256,400
32
– –
-139,900
1
2