WR

Watson Rebecca Portfolio holdings

AUM $170M
1-Year Est. Return 9.18%
This Quarter Est. Return
1 Year Est. Return
+9.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$167M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1 +$3.17M
2 +$1.99M
3 +$1.41M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.05M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$902K

Top Sells

1 +$2.04M
2 +$1.71M
3 +$1.3M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.11M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$928K

Sector Composition

1 Technology 4.76%
2 Communication Services 4%
3 Industrials 3.19%
4 Healthcare 2.72%
5 Financials 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WBS icon
251
Webster Financial
WBS
$10.4B
$12K 0.01%
+412
XLV icon
252
State Street Health Care Select Sector SPDR ETF
XLV
$40.7B
$12K 0.01%
+115
ZBH icon
253
Zimmer Biomet
ZBH
$17.9B
$12K 0.01%
+103
VTI icon
254
Vanguard Total Stock Market ETF
VTI
$567B
$11K 0.01%
+70
UMPQ
255
DELISTED
Umpqua Holdings Corp
UMPQ
$11K 0.01%
+1,000
BN icon
256
Brookfield
BN
$100B
$10K 0.01%
+561
BP icon
257
BP
BP
$84.9B
$10K 0.01%
+449
FDN icon
258
First Trust Dow Jones Internet Index Fund ETF
FDN
$6.88B
$10K 0.01%
+60
SO icon
259
Southern Company
SO
$96B
$10K 0.01%
+200
WRAP icon
260
Wrap Technologies
WRAP
$112M
$10K 0.01%
+1,000
UCB
261
United Community Banks
UCB
$3.93B
$10K 0.01%
+500
MACK
262
DELISTED
Merrimack Pharmaceuticals, Inc.
MACK
$10K 0.01%
+3,068
EBAY icon
263
eBay
EBAY
$37.8B
$9K 0.01%
+173
HMC icon
264
Honda
HMC
$38.9B
$9K 0.01%
+360
IR icon
265
Ingersoll Rand
IR
$31.2B
$9K 0.01%
+308
RGR icon
266
Sturm, Ruger & Co
RGR
$503M
$8K ﹤0.01%
+100
SCCO icon
267
Southern Copper
SCCO
$117B
$8K ﹤0.01%
+219
TRV icon
268
Travelers Companies
TRV
$65.5B
$8K ﹤0.01%
+74
ADBE icon
269
Adobe
ADBE
$149B
$8K ﹤0.01%
+18
FE icon
270
FirstEnergy
FE
$25.8B
$8K ﹤0.01%
+200
FNCL icon
271
Fidelity MSCI Financials Index ETF
FNCL
$2.43B
$8K ﹤0.01%
+250
HAS icon
272
Hasbro
HAS
$11.5B
$8K ﹤0.01%
+105
LMBS icon
273
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.67B
$8K ﹤0.01%
+150
MFC icon
274
Manulife Financial
MFC
$60.8B
$8K ﹤0.01%
+599
O icon
275
Realty Income
O
$52.2B
$8K ﹤0.01%
+132