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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
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
SEPMFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
2.1%
$6.56M
220,885 shares@ $29.7 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -3.51%
2.09%
$6.523M
39,519 shares@ $165.05 avg price
SMHVaneck Etf Trust
Recent Activity
Decreased -0.87%
1.99%
$6.196M
24,633 shares@ $251.52 avg price
XLPSelect Sector Spdr Tr
Recent Activity
Increased 23.93%
1.94%
$6.057M
73,647 shares@ $82.25 avg price
PPHVaneck Etf Trust
Recent Activity
Increased 6.82%
1.63%
$5.08M
53,660 shares@ $94.68 avg price
ULSTSsga Active Etf Tr
Recent Activity
Decreased -34.56%
1.57%
$4.882M
120,188 shares@ $40.62 avg price
CSHINeos Etf Trust
Recent Activity
Decreased -59.45%
1.46%
$4.55M
91,065 shares@ $49.97 avg price