WAM

Walker Asset Management Portfolio holdings

AUM $178M
1-Year Est. Return 17.06%
This Quarter Est. Return
1 Year Est. Return
+17.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 44.41%
2 Consumer Staples 10.43%
3 Consumer Discretionary 10.37%
4 Communication Services 2.34%
5 Industrials 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$220K 0.19%
+4,000
77
$220K 0.19%
+2,361
78
$218K 0.19%
+940
79
$213K 0.19%
+3,601
80
$206K 0.18%
+2,870