WWM

WT Wealth Management Portfolio holdings

AUM $336M
1-Year Est. Return 19.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$347M
AUM Growth
+$9.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$5.16M
2
+$4.67M
3
+$3.22M
4
BITB icon
Bitwise Bitcoin ETF
BITB
+$2.03M
5
LYV icon
Live Nation Entertainment
LYV
+$1.7M

Top Sells

1
+$7.62M
2
+$4.44M
3
+$2.5M
4
NKE icon
Nike
NKE
+$1.93M
5
MCD icon
McDonald's
MCD
+$1.68M

Sector Composition

1 Technology 11.23%
2 Communication Services 8.2%
3 Consumer Discretionary 5.89%
4 Financials 2.46%
5 Consumer Staples 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.92M 0.55%
13,268
+378
52
$1.81M 0.52%
19,943
-4,525
53
$1.77M 0.51%
6,890
+579
54
$1.75M 0.5%
+10,728
55
$1.74M 0.5%
2,895
+311
56
$1.54M 0.44%
4,620
+289
57
$1.51M 0.43%
13,210
+1,021
58
$1.49M 0.43%
18,600
+1,411
59
$1.46M 0.42%
+18,920
60
$1.41M 0.41%
7,261
+299
61
$1.41M 0.41%
+38,786
62
$1.36M 0.39%
17,838
+1,051
63
$1.26M 0.36%
19,463
+232
64
$1.21M 0.35%
12,745
-12,397
65
$1.15M 0.33%
45,007
+21,712
66
$1.04M 0.3%
51,113
-742
67
$1.03M 0.3%
2,907
+149
68
$1.02M 0.29%
17,116
+74
69
$1.01M 0.29%
7,424
+1,230
70
$981K 0.28%
1,465
-3
71
$865K 0.25%
18,053
+2,203
72
$846K 0.24%
11,679
+759
73
$844K 0.24%
3,357
74
$762K 0.22%
6,356
+404
75
$753K 0.22%
3,846
+370
1 2
3
4 5