WAM
Walker Asset Management Portfolio holdings
AUM
$173M
This Quarter Return
-1.37%
1 Year Return
+20.52%
3 Year Return
+52.51%
5 Year Return
–
10 Year Return
–
AUM
$111M
AUM Growth
+$111M
(+0.14%)
Cap. Flow
+$2.64M
Cap. Flow
% of AUM
2.37%
Top 10 Holdings %
Top 10 Hldgs %
65.95%
Holding
92
New
2
Increased
47
Reduced
11
Closed
7
Top Buys
| 1 |
Walmart
WMT
|
$2.22M |
| 2 |
O'Reilly Automotive
ORLY
|
$803K |
| 3 |
Motley Fool 100 Index ETF
TMFC
|
$339K |
| 4 |
GE Aerospace
GE
|
$200K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$197K |
Top Sells
| 1 |
Jack Henry & Associates
JKHY
|
$484K |
| 2 |
Charter Communications
CHTR
|
$265K |
| 3 |
FedEx
FDX
|
$261K |
| 4 |
Sysco
SYY
|
$242K |
| 5 |
US Bancorp
USB
|
$225K |
Sector Composition
| 1 | Technology | 44.76% |
| 2 | Consumer Discretionary | 9.35% |
| 3 | Consumer Staples | 8.94% |
| 4 | Energy | 2% |
| 5 | Healthcare | 1.69% |
