WR

Watson Rebecca Portfolio holdings

AUM $170M
1-Year Est. Return 9.18%
This Fund
S&P 500
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
CL icon
301
Colgate-Palmolive
CL
$76.1B
$5K ﹤0.01%
+70
DIA icon
302
SPDR Dow Jones Industrial Average ETF Trust
DIA
$44.6B
$5K ﹤0.01%
+18
FTGC icon
303
First Trust Global Tactical Commodity Strategy Fund
FTGC
$1.98B
$5K ﹤0.01%
+350
IUSV icon
304
iShares Core S&P US Value ETF
IUSV
$24.8B
$5K ﹤0.01%
+90
IYE icon
305
iShares US Energy ETF
IYE
$1.36B
$5K ﹤0.01%
+250
IYH icon
306
iShares US Healthcare ETF
IYH
$3.57B
$5K ﹤0.01%
+105
DON icon
307
WisdomTree US MidCap Dividend Fund
DON
$3.96B
$4K ﹤0.01%
+128
EFG icon
308
iShares MSCI EAFE Growth ETF
EFG
$9.85B
$4K ﹤0.01%
+50
FXU icon
309
First Trust Utilities AlphaDEX Fund
FXU
$850M
$4K ﹤0.01%
+160
IONS icon
310
Ionis Pharmaceuticals
IONS
$14B
$4K ﹤0.01%
+75
IWS icon
311
iShares Russell Mid-Cap Value ETF
IWS
$15.2B
$4K ﹤0.01%
+50
IYF icon
312
iShares US Financials ETF
IYF
$4.28B
$4K ﹤0.01%
+70
KTB icon
313
Kontoor Brands
KTB
$3.73B
$4K ﹤0.01%
+240
MO icon
314
Altria Group
MO
$110B
$4K ﹤0.01%
+100
NZF icon
315
Nuveen Municipal Credit Income Fund
NZF
$2.47B
$4K ﹤0.01%
+300
PNC icon
316
PNC Financial Services
PNC
$98B
$4K ﹤0.01%
+38
UA icon
317
Under Armour Class C
UA
$3.11B
$4K ﹤0.01%
+425
VCSH icon
318
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.2B
$4K ﹤0.01%
+52
WDC icon
319
Western Digital
WDC
$95.8B
$4K ﹤0.01%
+119
SIX
320
DELISTED
Six Flags Entertainment Corp.
SIX
$4K ﹤0.01%
+200
F icon
321
Ford
F
$55B
$4K ﹤0.01%
+650
BK icon
322
Bank of New York Mellon
BK
$85.6B
$4K ﹤0.01%
+100
CB icon
323
Chubb
CB
$129B
$4K ﹤0.01%
+29
CTVA icon
324
Corteva
CTVA
$48.8B
$4K ﹤0.01%
+166
BND icon
325
Vanguard Total Bond Market
BND
$147B
$3K ﹤0.01%
+34