WGAM

Wilkinson Global Asset Management Portfolio holdings

AUM $1.59B
1-Year Est. Return 18.27%
This Quarter Est. Return
1 Year Est. Return
+18.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.26B
AUM Growth
+$62.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$2.77M
3
+$471K
4
NVDA icon
NVIDIA
NVDA
+$220K
5
AMAT icon
Applied Materials
AMAT
+$220K

Top Sells

1
+$2.76M
2
+$2.55M
3
+$2.08M
4
AAPL icon
Apple
AAPL
+$1.84M
5
ACN icon
Accenture
ACN
+$1.69M

Sector Composition

1 Technology 33.07%
2 Financials 16.35%
3 Consumer Discretionary 15.97%
4 Industrials 14.3%
5 Healthcare 11.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.52M 0.36%
29,161
+405
27
$3.42M 0.27%
32,125
-1,240
28
$2.91M 0.23%
18,287
-4,200
29
$2.8M 0.22%
9,063
-25
30
$2.8M 0.22%
17,132
31
$2.7M 0.21%
24,618
32
$2.68M 0.21%
9,885
33
$2.49M 0.2%
8,910
-1,200
34
$1.85M 0.15%
9,250
-100
35
$1.63M 0.13%
21,170
-400
36
$1.57M 0.12%
88,000
37
$1.47M 0.12%
13,100
38
$1.38M 0.11%
4,120
+5
39
$1.33M 0.11%
21,475
40
$1.26M 0.1%
2,525
41
$1.14M 0.09%
30,400
42
$1.01M 0.08%
26,098
43
$992K 0.08%
38,300
44
$960K 0.08%
52,635
+20
45
$893K 0.07%
2,975
46
$868K 0.07%
9,000
47
$818K 0.06%
17,000
48
$713K 0.06%
3,677
-350
49
$713K 0.06%
9,000
50
$661K 0.05%
6,360
1
2
3 4