WWM

WT Wealth Management Portfolio holdings

AUM $348M
1-Year Est. Return 20%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$338M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$2.98M
3
+$2.37M
4
TSLA icon
Tesla
TSLA
+$1.8M
5
MCD icon
McDonald's
MCD
+$1.77M

Top Sells

1
+$3.97M
2
+$3.26M
3
+$2.14M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$2.06M
5
ULST icon
State Street Ultra Short Term Bond ETF
ULST
+$1.95M

Sector Composition

1 Technology 11.71%
2 Consumer Discretionary 7.04%
3 Communication Services 6.46%
4 Financials 2.49%
5 Consumer Staples 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$464K 0.14%
10,015
+516
102
$402K 0.12%
10,264
+1,988
103
$386K 0.11%
2,828
-119
104
$377K 0.11%
3,741
+41
105
$347K 0.1%
11,255
106
$332K 0.1%
3,084
+375
107
$325K 0.1%
+1,180
108
$311K 0.09%
611
109
$310K 0.09%
+9,605
110
$307K 0.09%
9,344
+883
111
$302K 0.09%
10,000
112
$298K 0.09%
114
113
$294K 0.09%
923
114
$287K 0.09%
3,582
+306
115
$284K 0.08%
+1,256
116
$281K 0.08%
6,080
117
$272K 0.08%
7,019
+537
118
$265K 0.08%
23,411
+1,322
119
$264K 0.08%
897
+10
120
$262K 0.08%
12,580
+696
121
$262K 0.08%
+1,199
122
$260K 0.08%
+2,109
123
$252K 0.07%
+719
124
$248K 0.07%
+1,748
125
$247K 0.07%
1,000
3 4
5
6 7