WAM

WT Asset Management Portfolio holdings

AUM $2.52B
1-Year Est. Return 190.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+190.6%
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
+$87M
2
+$66M
3
+$51.9M
4
CRM icon
Salesforce
CRM
+$48.7M
5
BABA icon
Alibaba
BABA
+$47M

Top Sells

1
+$55.6M
2
+$46.4M
3
+$36.7M
4
EDU icon
New Oriental
EDU
+$34M
5
AMD icon
Advanced Micro Devices
AMD
+$28.1M

Sector Composition

1 Technology 41.64%
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
– –
-20,013
52
– –
-16,500
1 2
3