WBIL hits a 52-week high, surging 54.7% from its low, as its quality-focused strategy gains traction in a volatile, stagflationary market.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AH Amanda Hawley Atria Wealth Solutions Inc. | 9,066 | $273,063.07 | $361,642.74 | $88,579.67 | 32.44% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 31,466 | $1.02M | $1.26M | $231,050.93 | 22.56% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 463,155 | $16.18M | $18.48M | $2.3M | 14.21% |
| ARCA Exchange | US Country |
The company is focused on capitalizing on growth opportunities across a spectrum of small, mid, and large capitalization companies, both domestically and internationally. With a strategic approach that emphasizes the intrinsic value and growth prospects of its investments, the company targets a broad range of industry sectors. An affiliate of the primary advisor, employing robust research and expertise, selects the equity securities. This includes the possibility of investing significantly in emerging markets, up to 50% of its net assets, diversifying its portfolio and aiming to maximize returns for investors through tactical investment opportunities.
Specializes in investing in a varied portfolio of equity securities. This spans across small-cap, mid-cap, and large-cap companies both in domestic and international markets. The aim is to identify companies that show promising growth and an increase in intrinsic value over time.
Allocates up to 50% of its net assets to securities of issuers in emerging markets. This approach is designed to take advantage of the growth potential in less developed markets, providing a diversified global investment strategy that aims to enhance returns.