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
$144M
AUM Growth
-$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$8.18M
2
+$5M
3
+$1.87M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$1.78M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.75M

Top Sells

1
+$8.32M
2
+$3.78M
3
+$3.35M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.83M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.5M

Sector Composition

1 Communication Services 4.29%
2 Technology 4.23%
3 Industrials 2.39%
4 Healthcare 2.04%
5 Financials 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.04M 0.72%
10,140
-395
27
$958K 0.66%
17,068
+7,206
28
$930K 0.64%
12,076
+2,418
29
$909K 0.63%
6,075
-110
30
$891K 0.62%
16,932
+4,454
31
$803K 0.56%
17,278
-897
32
$802K 0.56%
20,403
+6,356
33
$786K 0.54%
4,441
-85
34
$760K 0.53%
5,277
+1
35
$739K 0.51%
7,054
36
$721K 0.5%
32,053
-5,000
37
$680K 0.47%
21,390
-500
38
$650K 0.45%
6,376
+9
39
$633K 0.44%
11,152
-27,105
40
$633K 0.44%
4,866
-6,283
41
$616K 0.43%
17,757
-108,979
42
$537K 0.37%
2,324
-250
43
$502K 0.35%
4,135
-200
44
$431K 0.3%
16,848
+6,521
45
$430K 0.3%
1,242
46
$429K 0.3%
4,895
-82
47
$428K 0.3%
1,534
48
$402K 0.28%
3,631
+54
49
$360K 0.25%
6,675
+2,681
50
$345K 0.24%
8,825
+3,280
1
2
3 4