WR
Watson Rebecca Portfolio holdings
AUM
$170M
1-Year Return
9.18%
This Quarter Return
+5.03%
1 Year Return
+9.18%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$170M
AUM Growth
+$2.62M
(+1.6%)
Cap. Flow
-$4.12M
Cap. Flow
% of AUM
-2.43%
Top 10 Holdings %
Top 10 Hldgs %
65%
Holding
386
New
–
Increased
42
Reduced
19
Closed
302
Top Buys
Top Sells
| 1 |
United Parcel Service
UPS
|
$1.13M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$707K |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$590K |
| 4 |
US Bancorp
USB
|
$546K |
| 5 |
iShares Select Dividend ETF
DVY
|
$298K |
Sector Composition
| 1 | Technology | 4.45% |
| 2 | Communication Services | 3.89% |
| 3 | Healthcare | 1.85% |
| 4 | Industrials | 1.62% |
| 5 | Consumer Staples | 0.85% |
