WAM
WT Asset Management Portfolio holdings
AUM
$1.43B
1-Year Return
120.6%
This Quarter Return
+15.19%
1 Year Return
+120.6%
3 Year Return
+458.51%
5 Year Return
+1,227.63%
10 Year Return
–
AUM
$900M
AUM Growth
+$573M
(+175%)
Cap. Flow
+$501M
Cap. Flow
% of AUM
55.63%
Top 10 Holdings %
Top 10 Hldgs %
90.44%
Holding
30
New
10
Increased
5
Reduced
1
Closed
9
Top Buys
| 1 |
Microsoft
MSFT
|
$106M |
| 2 |
Alibaba
BABA
|
$78.5M |
| 3 |
Meta Platforms (Facebook)
META
|
$72.9M |
| 4 |
Li Auto
LI
|
$63.7M |
| 5 |
Amazon
AMZN
|
$53M |
Top Sells
| 1 |
NVIDIA
NVDA
|
$41.4M |
| 2 |
Palo Alto Networks
PANW
|
$1.53M |
| 3 |
Vertiv
VRT
|
$991K |
| 4 |
RLX Technology
RLX
|
$658K |
| 5 |
Snowflake
SNOW
|
$528K |
Sector Composition
| 1 | Consumer Discretionary | 48.28% |
| 2 | Technology | 17.55% |
| 3 | Consumer Staples | 14.05% |
| 4 | Communication Services | 13.78% |
| 5 | Industrials | 0.26% |