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
$293M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$8.76M
2
+$5.82M
3
+$4.97M
4
NVDA icon
NVIDIA
NVDA
+$3.69M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$2.45M

Top Sells

1
+$3.66M
2
+$3.44M
3
+$3.02M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.49M
5
COM icon
Direxion Auspice Broad Commodity Strategy ETF
COM
+$1.82M

Sector Composition

1 Technology 10.2%
2 Consumer Discretionary 7.17%
3 Communication Services 6.44%
4 Financials 2.56%
5 Industrials 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.87M 0.64%
3,910
+134
52
$1.85M 0.63%
13,510
+86
53
$1.83M 0.62%
36,202
+376
54
$1.76M 0.6%
35,190
-7,379
55
$1.72M 0.59%
55,840
-73
56
$1.71M 0.58%
17,182
-226
57
$1.65M 0.56%
40,019
+7,726
58
$1.61M 0.55%
25,327
+261
59
$1.56M 0.53%
8,874
+1,045
60
$1.56M 0.53%
12,367
+3,644
61
$1.55M 0.53%
21,300
+4,552
62
$1.54M 0.52%
9,005
+5
63
$1.34M 0.46%
14,547
-2,649
64
$1.31M 0.45%
43,211
-183
65
$1.19M 0.41%
59,394
+1,128
66
$1.18M 0.4%
45,474
-498
67
$1.17M 0.4%
59,922
-6,072
68
$1.16M 0.4%
5,125
-171
69
$1.07M 0.37%
55,452
-23,448
70
$937K 0.32%
3,862
-48
71
$814K 0.28%
1,488
-21
72
$771K 0.26%
9,002
-151
73
$769K 0.26%
849
-67
74
$738K 0.25%
14,669
-4,824
75
$721K 0.25%
3,953
+76
1 2
3
4 5