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
51
$329K 0.23%
6,985
-1,000
52
$328K 0.23%
7,767
-66,952
53
$327K 0.23%
6,576
+1,753
54
$293K 0.2%
2,180
-166
55
$285K 0.2%
+5,315
56
$282K 0.2%
+1,099
57
$280K 0.19%
13,398
58
$279K 0.19%
1,600
59
$274K 0.19%
3,195
+100
60
$271K 0.19%
+6,100
61
$268K 0.19%
+832
62
$258K 0.18%
1,373
63
$257K 0.18%
7,548
-1,091
64
$256K 0.18%
2,927
65
$256K 0.18%
26,070
-4,100
66
$241K 0.17%
8,126
-887
67
$240K 0.17%
804
-75
68
$239K 0.17%
2,198
+186
69
$232K 0.16%
4,353
70
$231K 0.16%
+1,920
71
$223K 0.15%
12,275
72
$219K 0.15%
5,815
+65
73
$200K 0.14%
+2,925
74
$177K 0.12%
16,765
75
$125K 0.09%
15,207
1 2
3
4