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
51
$639K 0.05%
6,020
52
$595K 0.05%
3,250
53
$584K 0.05%
4,103
54
$580K 0.05%
14,207
55
$546K 0.04%
5,260
-1,200
56
$533K 0.04%
1,500
57
$522K 0.04%
2,310
58
$498K 0.04%
7,173
59
$465K 0.04%
9,390
60
$451K 0.04%
2,450
61
$446K 0.04%
3,300
62
$427K 0.03%
8,164
63
$425K 0.03%
4,835
64
$423K 0.03%
3,690
-200
65
$410K 0.03%
2,005
66
$395K 0.03%
149
67
$391K 0.03%
1,845
-800
68
$345K 0.03%
1,893
+290
69
$341K 0.03%
3,438
70
$318K 0.03%
3,421
71
$316K 0.03%
2,125
-205
72
$316K 0.03%
1,905
+180
73
$313K 0.02%
10,400
74
$313K 0.02%
460
75
$310K 0.02%
4,035
1 2
3
4