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
DES icon
351
WisdomTree US SmallCap Dividend Fund
DES
$1.8B
$2K ﹤0.01%
+91
DELL icon
352
Dell
DELL
$109B
$1K ﹤0.01%
+28
ENB icon
353
Enbridge
ENB
$101B
$1K ﹤0.01%
+31
KOMP icon
354
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.63B
$1K ﹤0.01%
+15
LIT icon
355
Global X Lithium & Battery Tech ETF
LIT
$1.4B
$1K ﹤0.01%
+30
MJ icon
356
Amplify Alternative Harvest ETF
MJ
$176M
$1K ﹤0.01%
+5
MLPX icon
357
Global X MLP & Energy Infrastructure ETF
MLPX
$2.45B
$1K ﹤0.01%
+35
NUE icon
358
Nucor
NUE
$33.4B
$1K ﹤0.01%
+30
OXY icon
359
Occidental Petroleum
OXY
$39.8B
$1K ﹤0.01%
+80
PANW icon
360
Palo Alto Networks
PANW
$146B
$1K ﹤0.01%
+36
PBI icon
361
Pitney Bowes
PBI
$1.56B
$1K ﹤0.01%
+415
PXE icon
362
Invesco Energy Exploration & Production ETF
PXE
$68.2M
$1K ﹤0.01%
+85
SOXX icon
363
iShares Semiconductor ETF
SOXX
$16.8B
$1K ﹤0.01%
+9
SRLN icon
364
State Street Blackstone Senior Loan ETF
SRLN
$6.88B
$1K ﹤0.01%
+28
SRPT icon
365
Sarepta Therapeutics
SRPT
$2.39B
$1K ﹤0.01%
+5
TXN icon
366
Texas Instruments
TXN
$146B
$1K ﹤0.01%
+9
TWTR
367
DELISTED
Twitter, Inc.
TWTR
$1K ﹤0.01%
+40
GWPH
368
DELISTED
GW Pharmaceuticals Plc American Depositary Shares
GWPH
$1K ﹤0.01%
+5
FIT
369
DELISTED
Fitbit, Inc. Class A common stock
FIT
$1K ﹤0.01%
+100
MNK
370
DELISTED
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
$1K ﹤0.01%
+200
JHI
371
John Hancock Investors Trust
JHI
$120M
$1K ﹤0.01%
+50
ACB
372
Aurora Cannabis
ACB
$273M
0
AEP icon
373
American Electric Power
AEP
$63.7B
$0 ﹤0.01%
+2
BIPC icon
374
Brookfield Infrastructure
BIPC
$5.37B
$0 ﹤0.01%
+8
CGC
375
Canopy Growth
CGC
$374M
$0 ﹤0.01%
+1