WM

Wyrmwood Management Portfolio holdings

AUM $104K
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104K
AUM Growth
+$62.1K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1
+$29.3K
2
+$24.8K
3
+$17.8K
4
AAPL icon
Apple
AAPL
+$13.3K

Top Sells

1
+$9.39K
2
+$6.33K
3
+$4.94K
4
IYK icon
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 Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$3.96T
$32.5K 31.14%
169
+69
PG icon
2
Procter & Gamble
PG
$347B
$29.3K 28.06%
+200
TSLA icon
3
Tesla
TSLA
$1.55T
$24.8K 23.73%
+100
BRK.B icon
4
Berkshire Hathaway Class B
BRK.B
$1.03T
$17.8K 17.07%
+50
ARKG icon
5
ARK Genomic Revolution ETF
ARKG
$1.22B
– –
-200
CSCO icon
6
Cisco
CSCO
$292B
– –
-100
DIS icon
7
Walt Disney
DIS
$201B
– –
-100
IYK icon
8
iShares US Consumer Staples ETF
IYK
$1.26B
– –
-30