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
$233M
AUM Growth
-$7.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$3.71M
3
+$2.76M
4
PPA icon
Invesco Aerospace & Defense ETF
PPA
+$2.75M
5
BOTZ icon
Global X Robotics & Artificial Intelligence ETF
BOTZ
+$2.75M

Top Sells

1
+$3.73M
2
+$3.49M
3
+$2.92M
4
IAK icon
iShares US Insurance ETF
IAK
+$2.89M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$2.83M

Sector Composition

1 Consumer Discretionary 6.13%
2 Technology 6.12%
3 Financials 4.33%
4 Communication Services 4.21%
5 Consumer Staples 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$92.3K 0.04%
20,893
102
$78.4K 0.03%
15,488
103
$22.2K 0.01%
+471
104
$9.9K ﹤0.01%
+10,100
105
– –
-88,378
106
– –
-8,043
107
– –
-58,890
108
– –
-6,588
109
– –
-10,967
110
– –
-14,661
111
– –
-1,832
112
– –
-125,405
113
– –
-64,997
114
– –
-7,397
115
– –
-5,456
116
– –
-25,530
117
– –
-8,956
118
– –
-32,892
119
– –
-24,224
1 2 3 4
5