WIM
Walsky Investment Management Portfolio holdings
AUM
$98.2M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$98.2M
AUM Growth
–
Holding
52
Top Buys
| 1 | +$7.44M | |
| 2 | +$5.81M | |
| 3 | +$5.06M | |
| 4 |
McDonald's
MCD
|
+$3.94M |
| 5 |
Bank of New York Mellon
BK
|
+$3.51M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 23.38% |
| 2 | Technology | 18.61% |
| 3 | Healthcare | 16.87% |
| 4 | Industrials | 10.35% |
| 5 | Consumer Staples | 8.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Logitech
LOGI
$13.5B
| $233K | 0.24% |
+2,325
|
|
||
52
Duke Energy
DUK
$101B
| $200K | 0.2% |
+1,707
|
|