WAM
WT Asset Management Portfolio holdings
AUM
$1.43B
1-Year Est. Return
120.6%
1 Year Est. Return
+120.6%
AUM
$856M
AUM Growth
-$51.1M
(-5.6%)
Holding
55
Top Buys
| 1 | +$64.8M | |
| 2 | +$57.6M | |
| 3 | +$52M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$41.9M |
| 5 |
Apple
AAPL
|
+$25.3M |
Top Sells
| 1 | +$139M | |
| 2 | +$77.9M | |
| 3 | +$51M | |
| 4 |
GE Vernova
GEV
|
+$44.8M |
| 5 |
KE Holdings
BEKE
|
+$44.7M |
Sector Composition
| 1 | Consumer Discretionary | 49.39% |
| 2 | Communication Services | 27.63% |
| 3 | Financials | 9.99% |
| 4 | Technology | 9.21% |
| 5 | Real Estate | 0.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Zoom
ZM
$25.1B
| – | – |
-180,700
|
|
||
52
Reddit
RDDT
$35.6B
| – | – |
-50,100
|
|
||
|
53
GE Vernova
GEV
$149B
| – | – |
-136,270
|
|