WWM
WT Wealth Management Portfolio holdings
AUM
$347M
1-Year Est. Return
19.88%
1 Year Est. Return
+19.88%
AUM
$338M
AUM Growth
+$29.8M
(+9.7%)
Holding
157
Top Buys
| 1 | +$3.52M | |
| 2 | +$2.57M | |
| 3 | +$2.44M | |
| 4 |
Nike
NKE
|
+$1.93M |
| 5 |
Tesla
TSLA
|
+$1.9M |
Top Sells
| 1 | +$3.97M | |
| 2 | +$3.26M | |
| 3 | +$2.16M | |
| 4 |
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
+$2.1M |
| 5 |
State Street Ultra Short Term Bond ETF
ULST
|
+$1.96M |
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 | |
|---|---|---|---|---|---|---|
151
FT Vest US Equity Deep Buffer ETF January
DJAN
$351M
| – | – |
-8,333
|
|
||
152
Walt Disney
DIS
$199B
| – | – |
-14,750
|
|
||
153
Chevron
CVX
$310B
| – | – |
-1,422
|
|
||
154
Pacer US Cash Cows 100 ETF
COWZ
$19.4B
| – | – |
-24,305
|
|
||
155
Chipotle Mexican Grill
CMG
$40.4B
| – | – |
-33,438
|
|
||
156
Berkshire Hathaway Class B
BRK.B
$1.08T
| – | – |
-7,448
|
|
||
157
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
$296M
| – | – |
-9,108
|
|