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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
SCHBSchwab Strategic Tr
Recent Activity
Increased 195.43%
8.94%
$27.95M
1.236M shares@ $22.63 avg price
SCHOSchwab Strategic Tr
Recent Activity
Increased 316.25%
3.94%
$12.323M
506,722 shares@ $24.32 avg price
JBBBJanus Detroit Str Tr
Recent Activity
Increased 65.97%
3.1%
$9.674M
196,261 shares@ $49.3 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 2.25%
3.03%
$9.451M
22,601 shares@ $418.17 avg price
SGOLEtfs Gold Tr
Recent Activity
Increased 13.71%
2.95%
$9.222M
355,253 shares@ $25.97 avg price
SCHRSchwab Strategic Tr
Recent Activity
Increased 417.86%
2.94%
$9.188M
369,146 shares@ $24.9 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Increased 19.88%
2.37%
$7.415M
48,420 shares@ $153.13 avg price
SIHYHarbor Etf Trust
Recent Activity
Increased 118.16%
2.25%
$7.038M
151,778 shares@ $46.38 avg price
NVDANvidia Corporation
Recent Activity
Increased 48.5%
2.23%
$6.963M
50,460 shares@ $138.0 avg price
XLPSelect Sector Spdr Tr
Recent Activity
Increased 23.93%
1.94%
$6.057M
73,647 shares@ $82.25 avg price