test

Ryan Stuart

@Wt Wealth Management

Latest period2024 - Q3ReportedManaged Assets$312.868MTotal holdings129
Assets growth rate6.73%Assets growth rate (2-Q avg)5.7%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Wt Wealth Management's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 129 positions.

Assets under management

The assets under management (AUM) of Wt Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 312.868M in assets, with a quarterly growth rate of 6.73% and a 2-quarter average growth rate of 5.7%. The portfolio is managed by Ryan Stuart, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SCHISchwab Strategic Tr
Recent Activity
New Position
3.25%
$10.143M
446,021 shares@ $22.74 avg price
SEPMFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
2.1%
$6.56M
220,885 shares@ $29.7 avg price
SCHQSchwab Strategic Tr
Recent Activity
New Position
1.11%
$3.448M
102,603 shares@ $33.62 avg price
XLESelect Sector Spdr Tr
Recent Activity
New Position
0.77%
$2.381M
26,355 shares@ $90.35 avg price
CMGChipotle Mexican Grill Inc
Recent Activity
New Position
0.76%
$2.351M
39,590 shares@ $59.39 avg price
SPOTSpotify Technology S A
Recent Activity
New Position
0.59%
$1.83M
4,830 shares@ $378.9 avg price
DBAInvesco Db Multi-sector Comm
Recent Activity
New Position
0.11%
$327,101
12,878 shares@ $25.4 avg price
ENFRAlps Etf Tr
Recent Activity
New Position
0.11%
$325,592
10,996 shares@ $29.62 avg price
DAUGFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.11%
$321,583
8,162 shares@ $39.41 avg price
SMCISuper Micro Computer Inc
Recent Activity
New Position
0.11%
$321,368
6,800 shares@ $47.26 avg price