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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
SHYIshares Tr
Recent Activity
Exited
0%
$8.045M
98,526 shares@ $81.65 avg price
MARMFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$4.972M
167,125 shares@ $29.76 avg price
MCDMcdonalds Corp
Recent Activity
Exited
0%
$1.955M
7,672 shares@ $254.83 avg price
BOTZGlobal X Fds
Recent Activity
Exited
0%
$1.724M
55,840 shares@ $30.88 avg price
BILSpdr Ser Tr
Recent Activity
Exited
0%
$1.335M
14,547 shares@ $91.79 avg price
GOOGLAlphabet Inc
Recent Activity
Exited
0%
$413,116
2,268 shares@ $182.15 avg price
DBEFDbx Etf Tr
Recent Activity
Exited
0%
$251,932
6,079 shares@ $41.45 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Exited
0%
$234,015
430 shares@ $544.23 avg price
USTBVictory Portfolios Ii
Recent Activity
Exited
0%
$219,618
4,410 shares@ $49.8 avg price
SFLSfl Corporation Ltd
Recent Activity
Exited
0%
$217,519
15,671 shares@ $13.89 avg price