WWM
WT Wealth Management Portfolio holdings
AUM
$336M
1-Year Est. Return
19.52%
This Fund
S&P 500
1 Year Est. Return
+19.52%
AUM
$336M
AUM Growth
-$11.4M
(-3.3%)
Holding
153
Top Buys
| 1 | +$5.3M | |
| 2 | +$3.84M | |
| 3 | +$2.74M | |
| 4 |
PCMM
BondBloxx Private Credit CLO ETF
PCMM
|
+$2.48M |
| 5 |
VanEck Oil Services ETF
OIH
|
+$2.38M |
Top Sells
| 1 | +$6.54M | |
| 2 | +$6.27M | |
| 3 | +$3.88M | |
| 4 |
Janus Henderson B-BBB CLO ETF
JBBB
|
+$2.86M |
| 5 |
Microsoft
MSFT
|
+$2.83M |
Sector Composition
| 1 | Technology | 8.79% |
| 2 | Communication Services | 7.04% |
| 3 | Consumer Discretionary | 6.93% |
| 4 | Financials | 3.04% |
| 5 | Consumer Staples | 2.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Zillow
Z
$8.01B
| – | – |
-24,447
|
|
||
|
ETHE
152
Grayscale Ethereum Staking ETF Shares
ETHE
$1.64B
| – | – |
-9,845
|
|
||
153
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
$2.32B
| – | – |
-44,236
|
|