WAC
William Allan Corp Portfolio holdings
AUM
$178M
1-Year Est. Return
9.8%
1 Year Est. Return
+9.8%
AUM
$178M
AUM Growth
+$6.7M
(+3.9%)
Holding
51
Top Buys
| 1 | +$1.34M | |
| 2 | +$1.26M | |
| 3 | +$636K | |
| 4 |
Best Buy
BBY
|
+$458K |
| 5 |
Stryker
SYK
|
+$386K |
Top Sells
| 1 | +$2.06M | |
| 2 | +$832K | |
| 3 | +$790K | |
| 4 |
Walmart
WMT
|
+$552K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$208K |
Sector Composition
| 1 | Technology | 27.75% |
| 2 | Consumer Discretionary | 20.54% |
| 3 | Consumer Staples | 14.22% |
| 4 | Financials | 12.37% |
| 5 | Healthcare | 8.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Chevron
CVX
$313B
| $295K | 0.17% |
+1,902
|
|