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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
DBBInvesco Db Multi-sector Comm
Recent Activity
New Position
0.11%
$317,488
15,345 shares@ $20.69 avg price
CTASimplify Exchange Traded Fun
Recent Activity
New Position
0.11%
$314,330
11,720 shares@ $26.82 avg price
AUGMFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.09%
$253,483
8,000 shares@ $31.69 avg price
NEENextera Energy Inc
Recent Activity
New Position
0.08%
$229,260
2,717 shares@ $84.38 avg price
SCHZSchwab Strategic Tr
Recent Activity
New Position
0.08%
$225,164
9,643 shares@ $23.35 avg price
ICOPIshares Tr
Recent Activity
New Position
0.08%
$224,719
7,242 shares@ $31.03 avg price
NSCNorfolk Southn Corp
Recent Activity
New Position
0.07%
$214,515
850 shares@ $252.38 avg price
JNJJohnson & Johnson
Recent Activity
New Position
0.07%
$211,354
1,280 shares@ $165.13 avg price
BOATTidal Etf Tr
Recent Activity
New Position
0.07%
$205,367
6,126 shares@ $33.53 avg price
LNGZExchange Traded Concepts Tru
Recent Activity
New Position
0.07%
$202,059
7,469 shares@ $27.06 avg price