WWM
WT Wealth Management Portfolio holdings
AUM
$347M
1-Year Est. Return
19.88%
1 Year Est. Return
+19.88%
AUM
$347M
AUM Growth
+$9.84M
(+2.9%)
Holding
158
Top Buys
| 1 | +$5.15M | |
| 2 | +$4.82M | |
| 3 | +$3.59M | |
| 4 |
Bitwise Bitcoin ETF
BITB
|
+$2.03M |
| 5 |
Live Nation Entertainment
LYV
|
+$1.75M |
Top Sells
| 1 | +$7.64M | |
| 2 | +$4.53M | |
| 3 | +$2.5M | |
| 4 |
Nike
NKE
|
+$1.93M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
151
Snowflake
SNOW
$85.4B
| – | – |
-988
|
|
||
152
Strive Emerging Markets ex-China ETF
STXE
$104M
| – | – |
-6,519
|
|
||
|
SEPM
153
FT Vest U.S. Equity Max Buffer ETF - September
SEPM
$29.2M
| – | – |
-11,255
|
|
||
|
FEBM
154
FT Vest U.S. Equity Max Buffer ETF - February
FEBM
$52M
| – | – |
-15,949
|
|
||
155
Nuveen Credit Strategies Income Fund
JQC
$754M
| – | – |
-15,488
|
|
||
|
156
McDonald's
MCD
$216B
| – | – |
-5,751
|
|
||
|
157
Nike
NKE
$96.7B
| – | – |
-27,222
|
|
||
158
ServiceNow
NOW
$171B
| – | – |
-207
|
|