WAM
Watershed Asset Management Portfolio holdings
AUM
$85.7M
1-Year Est. Return
17.84%
1 Year Est. Return
+17.84%
AUM
$83.5M
AUM Growth
+$2.8M
(+3.5%)
Holding
158
Top Buys
| 1 | +$3.37M | |
| 2 | +$1.53M | |
| 3 | +$1.44M | |
| 4 |
Sea Limited
SE
|
+$954K |
| 5 |
Deere & Co
DE
|
+$792K |
Top Sells
| 1 | +$2.83M | |
| 2 | +$1.37M | |
| 3 | +$344K | |
| 4 |
M/I Homes
MHO
|
+$328K |
| 5 |
Vishay Intertechnology
VSH
|
+$318K |
Sector Composition
| 1 | Technology | 13.31% |
| 2 | Healthcare | 8.84% |
| 3 | Financials | 8.2% |
| 4 | Industrials | 6.04% |
| 5 | Utilities | 4.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Utah Medical Products
UTMD
$198M
| – | – |
-2,515
|
|
||
152
Visa
V
$665B
| – | – |
-11,910
|
|
||
153
Vishay Precision Group
VPG
$478M
| – | – |
-7,926
|
|
||
|
154
Vishay Intertechnology
VSH
$2.37B
| – | – |
-10,817
|
|
||
155
Weis Markets
WMK
$1.7B
| – | – |
-3,829
|
|
||
156
Western New England Bancorp
WNEB
$226M
| – | – |
-31,669
|
|
||
157
Yelp
YELP
$2.05B
| – | – |
-8,006
|
|
||
|
VGR
158
DELISTED
Vector Group Ltd.
VGR
| – | – |
-18,947
|
|