WGC
Watts Gwilliam & Co Portfolio holdings
AUM
$461M
This Quarter Return
+12.86%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$324M
AUM Growth
–
Cap. Flow
+$324M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
43.42%
Holding
174
New
174
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
NVIDIA
NVDA
|
$22.1M |
| 2 |
Intel
INTC
|
$18.8M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$17.5M |
| 4 |
Microsoft
MSFT
|
$16.2M |
| 5 |
Apple
AAPL
|
$15M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 26.58% |
| 2 | Communication Services | 6.38% |
| 3 | Healthcare | 4.99% |
| 4 | Consumer Discretionary | 4.75% |
| 5 | Financials | 3.86% |
