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
$907M
AUM Growth
+$398M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$84.7M
2
+$70.8M
3
+$65.9M
4
CRM icon
Salesforce
CRM
+$51M
5
TPR icon
Tapestry
TPR
+$42.8M

Top Sells

1
+$55.6M
2
+$43.9M
3
+$39.4M
4
EDU icon
New Oriental
EDU
+$34.1M
5
AMD icon
Advanced Micro Devices
AMD
+$28.1M

Sector Composition

1 Technology 41.89%
2 Consumer Discretionary 33.64%
3 Communication Services 9.74%
4 Industrials 6.58%
5 Real Estate 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-80,000
52
– –
-20,013
1 2
3