WM
Wyrmwood Management Portfolio holdings
AUM
$104K
This Quarter Return
+4.15%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$104K
AUM Growth
+$104K
(+147%)
Cap. Flow
+$62.7K
Cap. Flow
% of AUM
59.97%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
8
New
3
Increased
1
Reduced
–
Closed
4
Top Buys
| 1 |
Procter & Gamble
PG
|
$29.3K |
| 2 |
Tesla
TSLA
|
$24.8K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$17.8K |
| 4 |
Apple
AAPL
|
$13.3K |
Top Sells
| 1 |
Walt Disney
DIS
|
$9.39K |
| 2 |
ARK Genomic Revolution ETF
ARKG
|
$6.33K |
| 3 |
Cisco
CSCO
|
$4.94K |
| 4 |
iShares US Consumer Staples ETF
IYK
|
$1.91K |
Sector Composition
| 1 | Technology | 31.14% |
| 2 | Consumer Staples | 28.06% |
| 3 | Consumer Discretionary | 23.73% |
| 4 | Financials | 17.07% |
| 5 | Communication Services | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$3.45T
| $32.5K | 31.14% | 169 +69 | +69% | +$13.3K |
|
|
2
Procter & Gamble
PG
$368B
| $29.3K | 28.06% | +200 | New | +$29.3K |
|
|
3
Tesla
TSLA
$1.08T
| $24.8K | 23.73% | +100 | New | +$24.8K |
|
|
4
Berkshire Hathaway Class B
BRK.B
$1.09T
| $17.8K | 17.07% | +50 | New | +$17.8K |
|
|
5
ARK Genomic Revolution ETF
ARKG
$1.04B
| – | – | -200 | Closed | -$6.33K |
|
|
6
Cisco
CSCO
$274B
| – | – | -100 | Closed | -$4.94K |
|
|
7
Walt Disney
DIS
$213B
| – | – | -100 | Closed | -$9.39K |
|
|
8
iShares US Consumer Staples ETF
IYK
$1.35B
| – | – | -10 | Closed | -$1.91K |
|