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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
PPHVaneck Etf Trust
Recent Activity
Increased 6.82%
1.63%
$5.08M
53,660 shares@ $94.68 avg price
HEFAIshares Tr
Recent Activity
Increased 1.9%
1.39%
$4.341M
121,703 shares@ $35.68 avg price
PPAInvesco Exchange Traded Fd T
Recent Activity
Increased 1.14%
1.37%
$4.274M
35,829 shares@ $119.29 avg price
ESGUIshares Tr
Recent Activity
Increased 1.85%
1.28%
$3.983M
31,036 shares@ $128.36 avg price
IAKIshares Tr
Recent Activity
Increased 21.9%
1.11%
$3.466M
26,001 shares@ $133.3 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Increased 83.31%
1.08%
$3.356M
66,359 shares@ $50.58 avg price
NFLXNetflix Inc
Recent Activity
Increased 1.09%
0.82%
$2.565M
3,357 shares@ $763.99 avg price
USMVIshares Tr
Recent Activity
Increased 5.61%
0.79%
$2.456M
26,441 shares@ $92.88 avg price
PAVEGlobal X Fds
Recent Activity
Increased 3.01%
0.78%
$2.412M
56,763 shares@ $42.5 avg price
ADBEAdobe Inc
Recent Activity
Increased 8.4%
0.74%
$2.314M
4,675 shares@ $494.92 avg price