WAC
William Allan Corp Portfolio holdings
AUM
$178M
1-Year Est. Return
9.8%
1 Year Est. Return
+9.8%
AUM
$172M
AUM Growth
+$12.1M
(+7.6%)
Holding
51
Top Buys
| 1 | +$1.28M | |
| 2 | +$1.18M | |
| 3 | +$1.02M | |
| 4 |
Applied Materials
AMAT
|
+$836K |
| 5 |
Domino's
DPZ
|
+$816K |
Top Sells
| 1 | +$2.62M | |
| 2 | +$924K | |
| 3 | +$318K | |
| 4 |
Chevron
CVX
|
+$204K |
| 5 |
Walmart
WMT
|
+$148K |
Sector Composition
| 1 | Technology | 26.9% |
| 2 | Consumer Discretionary | 20.23% |
| 3 | Consumer Staples | 16.04% |
| 4 | Financials | 13.38% |
| 5 | Healthcare | 8.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Brown-Forman Class B
BF.B
$13.5B
| – | – |
-77,157
|
|