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
$42.4K
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$19.8K
2 +$9.39K
3 +$6.33K
4
CSCO icon
Cisco
CSCO
+$4.94K
5
IYK icon
iShares US Consumer Staples ETF
IYK
+$1.91K

Top Sells

No sells this quarter

Sector Composition

1 Technology 58.4%
2 Communication Services 22.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AAPL icon
1
Apple
AAPL
$3.67T
$19.8K 46.73%
+100
DIS icon
2
Walt Disney
DIS
$198B
$9.39K 22.16%
+100
ARKG icon
3
ARK Genomic Revolution ETF
ARKG
$1.29B
$6.33K 14.94%
+200
CSCO icon
4
Cisco
CSCO
$273B
$4.94K 11.66%
+100
IYK icon
5
iShares US Consumer Staples ETF
IYK
$1.3B
$1.91K 4.51%
+30