WWM

WT Wealth Management Portfolio holdings

AUM $347M
1-Year Est. Return 19.88%
This Quarter Est. Return
1 Year Est. Return
+19.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$273M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$7.91M
2
+$4.18M
3
+$1.72M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$1.69M
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$1.43M

Top Sells

1
+$6M
2
+$4.16M
3
+$1.92M
4
EPRF icon
Innovator S&P Investment Grade Preferred ETF
EPRF
+$1.71M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$1.46M

Sector Composition

1 Technology 8.73%
2 Consumer Discretionary 5.92%
3 Communication Services 5.74%
4 Financials 5.55%
5 Consumer Staples 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.75M 0.64%
27,837
-1,938
52
$1.74M 0.64%
10,418
+186
53
$1.73M 0.63%
14,905
+2,555
54
$1.72M 0.63%
+37,399
55
$1.7M 0.62%
29,016
-819
56
$1.69M 0.62%
+27,903
57
$1.63M 0.6%
15,059
+2,454
58
$1.59M 0.58%
23,130
-87,499
59
$1.58M 0.58%
13,472
+1,124
60
$1.51M 0.55%
8,010
+1,055
61
$1.49M 0.55%
3,618
+176
62
$1.49M 0.55%
5,853
-334
63
$1.47M 0.54%
34,980
+4,342
64
$1.47M 0.54%
2,433
-578
65
$1.45M 0.53%
23,624
+1,399
66
$1.41M 0.52%
9,252
+3,354
67
$1.25M 0.46%
3,204
-545
68
$1.24M 0.45%
47,848
+1,843
69
$1.2M 0.44%
4,769
+45
70
$1.2M 0.44%
5,473
-921
71
$1.19M 0.44%
7,377
+951
72
$1.13M 0.41%
35,211
+1,706
73
$1.08M 0.4%
+16,196
74
$1.03M 0.38%
12,074
-15
75
$932K 0.34%
13,933
-2,182
1 2
3
4 5