WAM
Walker Asset Management Portfolio holdings
AUM
$186M
1-Year Est. Return
20.92%
This Fund
S&P 500
1 Year Est. Return
+20.92%
AUM
$178M
AUM Growth
+$5.07M
(+2.9%)
Holding
152
Top Buys
| 1 | +$551K | |
| 2 | +$409K | |
| 3 | +$378K | |
| 4 |
Advanced Micro Devices
AMD
|
+$223K |
| 5 |
Citigroup
C
|
+$221K |
Top Sells
| 1 | +$363K | |
| 2 | +$328K | |
| 3 | +$290K | |
| 4 |
Schwab US TIPS ETF
SCHP
|
+$281K |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$263K |
Sector Composition
| 1 | Technology | 33.05% |
| 2 | Consumer Discretionary | 15.34% |
| 3 | Consumer Staples | 11.22% |
| 4 | Energy | 4.1% |
| 5 | Financials | 3.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
iShares TIPS Bond ETF
TIP
$14.3B
| – | – |
-2,631
|
|
||
152
Warner Bros
WBD
$69.9B
| – | – |
-10,278
|
|