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
101
$338K 0.1%
3,000
-84
102
$331K 0.1%
6,591
-9,874
103
$307K 0.09%
923
104
$303K 0.09%
10,000
105
$289K 0.08%
1,034
-222
106
$276K 0.08%
1,649
-460
107
$274K 0.08%
6,080
108
$272K 0.08%
963
+66
109
$267K 0.08%
6,789
-115,124
110
$266K 0.08%
114
111
$263K 0.08%
796
-384
112
$262K 0.08%
534
-77
113
$262K 0.08%
+1,828
114
$261K 0.08%
1,000
115
$258K 0.07%
+3,063
116
$257K 0.07%
1,586
-162
117
$255K 0.07%
850
118
$255K 0.07%
7,438
-5,142
119
$254K 0.07%
6,482
-537
120
$253K 0.07%
899
-300
121
$247K 0.07%
12,981
-10,430
122
$244K 0.07%
4,876
-12,901
123
$242K 0.07%
2,882
-700
124
$242K 0.07%
2,450
125
$241K 0.07%
1,182
+82
3 4
5
6 7