WAM
Walker Asset Management Portfolio holdings
AUM
$173M
This Quarter Return
+4.75%
1 Year Return
+20.52%
3 Year Return
+52.51%
5 Year Return
–
10 Year Return
–
AUM
$115M
AUM Growth
+$115M
(+3.6%)
Cap. Flow
+$60.9K
Cap. Flow
% of AUM
0.05%
Top 10 Holdings %
Top 10 Hldgs %
63.61%
Holding
90
New
5
Increased
39
Reduced
15
Closed
1
Top Buys
| 1 |
O'Reilly Automotive
ORLY
|
$366K |
| 2 |
Halliburton
HAL
|
$265K |
| 3 |
US Bancorp
USB
|
$234K |
| 4 |
FedEx
FDX
|
$223K |
| 5 |
First Trust NYSE Arca Biotechnology Index Fund
FBT
|
$220K |
Top Sells
Sector Composition
| 1 | Technology | 41.72% |
| 2 | Consumer Discretionary | 10.9% |
| 3 | Consumer Staples | 9.59% |
| 4 | Energy | 2.75% |
| 5 | Industrials | 2.02% |
