WGC
Watts Gwilliam & Co Portfolio holdings
AUM
$609M
1-Year Est. Return
22.23%
1 Year Est. Return
+22.23%
AUM
$609M
AUM Growth
+$148M
(+32%)
Holding
234
Top Buys
| 1 | +$59.1M | |
| 2 | +$2.88M | |
| 3 | +$2.43M | |
| 4 |
Marvell Technology
MRVL
|
+$2.37M |
| 5 |
GRNY
FundStrat Granny Shots US Large Cap ETF
GRNY
|
+$2.35M |
Top Sells
| 1 | +$5.98M | |
| 2 | +$4.59M | |
| 3 | +$3.39M | |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.63M |
| 5 |
Intel
INTC
|
+$2.2M |
Sector Composition
| 1 | Technology | 38.54% |
| 2 | Communication Services | 6.38% |
| 3 | Consumer Discretionary | 4.15% |
| 4 | Healthcare | 3.8% |
| 5 | Financials | 3.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Direxion Daily NYSE FANG+ Bull 2X Shares
FNGG
$127M
| – | – |
-3,226
|
|
||
227
Samsara
IOT
$21B
| – | – |
-8,400
|
|
||
228
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$954M
| – | – |
-2,669
|
|
||
229
Southwest Airlines
LUV
$17.6B
| – | – |
-6,412
|
|
||
|
PARA
230
DELISTED
Paramount Global Class B
PARA
| – | – |
-96,701
|
|
||
231
Spotify
SPOT
$138B
| – | – |
-1,000
|
|
||
232
Thermo Fisher Scientific
TMO
$204B
| – | – |
-439
|
|
||
233
Trade Desk
TTD
$24.4B
| – | – |
-36,294
|
|
||
234
Reddit
RDDT
$36.5B
| – | – |
-2,000
|
|