WAM
WT Asset Management Portfolio holdings
AUM
$2.52B
1-Year Est. Return
190.6%
This Fund
S&P 500
1 Year Est. Return
+190.6%
AUM
$2.17B
AUM Growth
+$740M
(+52%)
Holding
59
Top Buys
| 1 | +$105M | |
| 2 | +$100M | |
| 3 | +$98.1M | |
| 4 |
Amer Sports
AS
|
+$90.9M |
| 5 |
Pinduoduo
PDD
|
+$89M |
Top Sells
| 1 | +$184M | |
| 2 | +$149M | |
| 3 | +$106M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$70.6M |
| 5 |
Oracle
ORCL
|
+$50.4M |
Sector Composition
| 1 | Technology | 38.3% |
| 2 | Communication Services | 26.53% |
| 3 | Consumer Discretionary | 24.8% |
| 4 | Financials | 5.95% |
| 5 | Industrials | 3.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Zscaler
ZS
$22.4B
| – | – |
-7,000
|
|
||
52
GE Vernova
GEV
$249B
| – | – |
-75,528
|
|
||
53
Celestica
CLS
$34.7B
| – | – |
-35,000
|
|
||
54
CrowdStrike
CRWD
$97.9B
| – | – |
-5,000
|
|
||
55
e.l.f. Beauty
ELF
$4.11B
| – | – |
-36,500
|
|