Asset Manager
← All Institutions
WIT, LLC
Market Value
$6.3B
+18.2%
Holdings
24
+2
New Purchases
2
Added To
6
Closed
0
Reduced
8
Top 10 Concentration
92.2%
Turnover
8.3%
Top Buys (by % of Portfolio)
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| IEI | 1.24% | 5.07% | -3.83% | $78M |
| VWO | 36.83% | 40.58% | -3.75% | $2.3B |
| VEA | 7.66% | 8.28% | -0.63% | $479M |
| BSV | 2.47% | 2.97% | -0.50% | $154M |
| ESGE | 3.95% | 4.45% | -0.50% | $247M |
| VB | 1.03% | 1.31% | -0.27% | $65M |
| BIV | 1.05% | 1.25% | -0.20% | $66M |
| VOO | 3.62% | 3.78% | -0.16% | $227M |
| SUB | 0.71% | 0.84% | -0.13% | $45M |
| EFA | 0.81% | 0.90% | -0.09% | $51M |
| VBR | 0.94% | 1.03% | -0.08% | $59M |
| SCHD | 0.40% | 0.46% | -0.06% | $25M |
| VSS | 1.77% | 1.81% | -0.04% | $111M |
| IBIT | 0.04% | 0.06% | -0.02% | $3M |
| ESGD | 0.05% | 0.06% | -0.01% | $3M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 3 | $708M | 11.3% |
| Large Cap | 19 | $4.9B | 78.1% |
| Mid Cap | 2 | $662M | 10.6% |
Portfolio Analytics
Avg Market Cap
$150.8B
Median Market Cap
$57.7B
Avg P/E
—
Median P/E
—
Avg Dividend Yield
—%
Avg Beta
0.87
# Stocks
1
# ETFs / Funds
23
Top Holdings (24 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VWO | 36.83% | 38,637,529 | $2.3B | $59.69 | $156M | -1,150,809 | -2.9% | |
| 2 | IEMG | 22.43% | 16,950,847 | $1.4B | $82.84 | $272M | +717,088 | +4.4% | |
| 3 | VEA | 7.66% | 6,727,096 | $479M | $71.25 | $40M | -121,039 | -1.8% | |
| 4 | VBIL | 6.63% | 5,483,220 | $415M | $75.68 | $215M | +2,835,788 | +107.1% | |
| 5 | VGIT | 4.62% | 4,902,356 | $289M | $58.98 | $284M | +4,819,822 | +5839.8% | |
| 6 | ESGE | 3.95% | 4,518,911 | $247M | $54.69 | $12M | -662,844 | -12.8% | |
| 7 | VOO | 3.62% | 330,403 | $227M | $686.81 | $27M | -4,856 | -1.4% | |
| 8 | BSV | 2.47% | 1,981,763 | $154M | $77.91 | -$3M | -25,659 | -1.3% | |
| 9 | VGSH | 2.25% | 2,425,179 | $141M | $58.20 | $72M | +1,235,513 | +103.8% | |
| 10 | VSS | 1.77% | 719,961 | $111M | $154.29 | $15M | +61,413 | +9.3% | |
| 11 | IEI | 1.24% | 661,074 | $78M | $117.45 | -$191M | -1,602,848 | -70.8% | |
| 12 | BIV | 1.05% | 861,173 | $66M | $76.70 | -$413K | — | — | |
| 13 | VB | 1.03% | 213,076 | $65M | $303.11 | -$5M | -51,145 | -19.4% | |
| 14 | VBR | 0.94% | 242,389 | $59M | $242.99 | $5M | -7,778 | -3.1% | |
| 15 | IJR | 0.85% | 357,908 | $53M | $148.31 | — | +357,908 | — | NEW |
| 16 | EFA | 0.81% | 491,177 | $51M | $103.88 | $3M | — | — | |
| 17 | SUB | 0.71% | 418,588 | $45M | $106.47 | -$13K | — | — | |
| 18 | EEM | 0.45% | 412,144 | $28M | $68.41 | $5M | — | — | |
| 19 | SCHD | 0.40% | 786,995 | $25M | $31.71 | $811K | — | — | |
| 20 | MUB | 0.13% | 76,599 | $8M | $107.62 | $1M | +10,677 | +16.2% | |
| 21 | ESGD | 0.05% | 32,336 | $3M | $102.81 | $232K | — | — | |
| 22 | IBIT | 0.04% | 80,970 | $3M | $33.29 | -$415K | — | — | |
| 23 | ESGU | 0.03% | 12,474 | $2M | $163.67 | $278K | — | — | |
| 24 | CRWD | 0.02% | 1,813 | $1M | $763.14 | — | +1,813 | — | NEW |