WAC
William Allan Corp Portfolio holdings
AUM
$176M
1-Year Est. Return
12.14%
This Fund
S&P 500
1 Year Est. Return
+12.14%
AUM
$178M
AUM Growth
+$6.7M
(+3.9%)
Holding
51
Top Buys
| 1 | +$1.4M | |
| 2 | +$1.26M | |
| 3 | +$676K | |
| 4 |
Best Buy
BBY
|
+$434K |
| 5 |
Stryker
SYK
|
+$403K |
Top Sells
| 1 | +$2.14M | |
| 2 | +$797K | |
| 3 | +$737K | |
| 4 |
Walmart Inc
WMT
|
+$533K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$179K |
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
$390B
| $295K | 0.17% |
+1,902
|
|