WBWA

William B. Walkup & Associates Portfolio holdings

AUM $170M
1-Year Est. Return 15.44%
This Quarter Est. Return
1 Year Est. Return
+15.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1 +$18.5M
2 +$11.5M
3 +$6.93M
4
JPM icon
JPMorgan Chase
JPM
+$6.23M
5
UNH icon
UnitedHealth
UNH
+$5.22M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 22.22%
2 Healthcare 17.8%
3 Financials 16.1%
4 Energy 15.41%
5 Industrials 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$43.7K 0.03%
+855
102
$43.6K 0.03%
+920
103
$40.7K 0.03%
+100
104
$34K 0.02%
+436
105
$31.9K 0.02%
+321
106
$31.3K 0.02%
+1,514
107
$31.2K 0.02%
+398
108
$28K 0.02%
+787
109
$26.4K 0.02%
+1,381
110
$26.1K 0.02%
+189
111
$26.1K 0.02%
+244
112
$24.4K 0.02%
+84
113
$22.7K 0.01%
+358
114
$22.5K 0.01%
+252
115
$21.9K 0.01%
+2,059
116
$20.5K 0.01%
+778
117
$20.4K 0.01%
+447
118
$17.8K 0.01%
+207
119
$14.7K 0.01%
+407
120
$14.7K 0.01%
+340
121
$12.8K 0.01%
+2,094
122
$9.85K 0.01%
+72
123
$9.29K 0.01%
+200
124
$9.27K 0.01%
+119
125
$7.97K 0.01%
+78