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
DE icon
151
Deere & Co
DE
$124B
$55K 0.03%
+350
IYC icon
152
iShares US Consumer Discretionary ETF
IYC
$1.74B
$55K 0.03%
+1,000
BAX icon
153
Baxter International
BAX
$9.35B
$54K 0.03%
+622
ITA icon
154
iShares US Aerospace & Defense ETF
ITA
$11.7B
$54K 0.03%
+654
SAIL
155
DELISTED
SailPoint Technologies Holdings, Inc. Common Stock
SAIL
$53K 0.03%
+2,000
LVGO
156
DELISTED
Livongo Health, Inc. Common Stock
LVGO
$53K 0.03%
+700
PCRX icon
157
Pacira BioSciences
PCRX
$961M
$52K 0.03%
+1,000
TER icon
158
Teradyne
TER
$28.3B
$51K 0.03%
+600
MA icon
159
Mastercard
MA
$486B
$50K 0.03%
+170
RCL icon
160
Royal Caribbean
RCL
$77.4B
$50K 0.03%
+1,000
PSA icon
161
Public Storage
PSA
$48.1B
$49K 0.03%
+256
UHT
162
Universal Health Realty Income Trust
UHT
$526M
$49K 0.03%
+619
MRK icon
163
Merck
MRK
$210B
$48K 0.03%
+648
ARTY
164
iShares Future AI & Tech ETF
ARTY
$1.75B
$48K 0.03%
+1,631
AEIS icon
165
Advanced Energy
AEIS
$7.54B
$47K 0.03%
+700
TMO icon
166
Thermo Fisher Scientific
TMO
$209B
$45K 0.03%
+125
AMT icon
167
American Tower
AMT
$82.3B
$45K 0.03%
+174
CAC icon
168
Camden National
CAC
$643M
$45K 0.03%
+1,311
JIG icon
169
JPMorgan International Growth ETF
JIG
$156M
$45K 0.03%
+800
IBB icon
170
iShares Biotechnology ETF
IBB
$6.2B
$43K 0.03%
+313
ITW icon
171
Illinois Tool Works
ITW
$70.1B
$43K 0.03%
+244
SHYG icon
172
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.29B
$43K 0.03%
+1,012
BOX icon
173
Box
BOX
$4.63B
$42K 0.03%
+2,000
IAU icon
174
iShares Gold Trust
IAU
$61B
$42K 0.03%
+1,250
SWK icon
175
Stanley Black & Decker
SWK
$10.3B
$42K 0.03%
+300