WN
Williams & Novak Portfolio holdings
AUM
$118M
This Quarter Return
+2.05%
1 Year Return
+11.9%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$88M
AUM Growth
+$88M
(-0.04%)
Cap. Flow
-$13.2K
Cap. Flow
% of AUM
-0.01%
Top 10 Holdings %
Top 10 Hldgs %
41.2%
Holding
91
New
–
Increased
–
Reduced
–
Closed
2
Top Buys
No buys this quarter
Top Sells
| 1 |
SIEN
Sientra, Inc.
SIEN
|
$8.91K |
| 2 |
TRIB
Trinity Biotech
TRIB
|
$4.29K |
Sector Composition
| 1 | Consumer Discretionary | 10.59% |
| 2 | Technology | 4.6% |
| 3 | Financials | 1.85% |
| 4 | Healthcare | 1.83% |
| 5 | Communication Services | 0.86% |
