WIM
Walsky Investment Management Portfolio holdings
AUM
$98M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$98M
AUM Growth
-$227K
(-0.23%)
Holding
53
Top Buys
| 1 | +$350K | |
| 2 | +$346K | |
| 3 | +$288K | |
| 4 |
Exxon Mobil
XOM
|
+$263K |
| 5 |
State Street
STT
|
+$189K |
Top Sells
| 1 | +$871K | |
| 2 | +$284K | |
| 3 | +$272K | |
| 4 |
Union Pacific
UNP
|
+$164K |
| 5 |
Texas Instruments
TXN
|
+$162K |
Sector Composition
| 1 | Financials | 21.99% |
| 2 | Technology | 17.12% |
| 3 | Healthcare | 16.54% |
| 4 | Industrials | 11.57% |
| 5 | Consumer Staples | 8.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
DoorDash
DASH
$68.7B
| – | – |
-1,255
|
|
||
52
J.M. Smucker
SJM
$11B
| – | – |
-2,785
|
|
||
53
UnitedHealth
UNH
$349B
| – | – |
-2,639
|
|