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
$94.9M
AUM Growth
-$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$921K
3
+$730K
4
MSFT icon
Microsoft
MSFT
+$475K
5
UPS icon
United Parcel Service
UPS
+$457K

Top Sells

1
+$4.16M
2
+$2.32M
3
+$1.95M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.76M
5
SMDV icon
ProShares Russell 2000 Dividend Growers ETF
SMDV
+$1.34M

Sector Composition

1 Technology 5.95%
2 Communication Services 5.36%
3 Consumer Discretionary 3.62%
4 Financials 2.77%
5 Industrials 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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