WLG
Williamson Legacy Group Portfolio holdings
AUM
$128M
1-Year Est. Return
89%
This Fund
S&P 500
1 Year Est. Return
+89%
AUM
$128M
AUM Growth
-$1.49M
(-1.2%)
Holding
125
Top Buys
| 1 | +$2.98M | |
| 2 | +$2.53M | |
| 3 | +$1.98M | |
| 4 |
SNDK
Sandisk
SNDK
|
+$1.8M |
| 5 |
Credo Technology Group
CRDO
|
+$1.7M |
Top Sells
| 1 | +$2.61M | |
| 2 | +$2.26M | |
| 3 | +$2.2M | |
| 4 |
Carvana
CVNA
|
+$2.11M |
| 5 |
Axon Enterprise
AXON
|
+$1.8M |
Sector Composition
| 1 | Technology | 38.71% |
| 2 | Industrials | 15.81% |
| 3 | Consumer Discretionary | 11.96% |
| 4 | Financials | 8.97% |
| 5 | Materials | 7.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Lumentum
LITE
$46.4B
| $5.68M | 4.44% |
15,421
+527
|
|
||
2
Ciena
CIEN
$42.1B
| $3.9M | 3.05% |
16,694
+1,404
|
|
||
3
Palantir
PLTR
$368B
| $3.63M | 2.84% |
20,411
+179
|
|
||
4
Western Digital
WDC
$88.7B
| $3.39M | 2.65% |
+19,671
|
|
||
5
Seagate
STX
$83.4B
| $3.22M | 2.52% |
11,702
+4,105
|
|
||
6
Newmont
NEM
$126B
| $2.79M | 2.18% |
+27,966
|
|
||
7
Five Below
FIVE
$12.2B
| $2.74M | 2.14% |
14,535
+2,170
|
|
||
8
Broadcom
AVGO
$1.54T
| $2.73M | 2.14% |
7,895
-297
|
|
||
9
eBay
EBAY
$41.8B
| $2.55M | 1.99% |
29,249
-471
|
|
||
10
Agnico Eagle Mines
AEM
$111B
| $2.52M | 1.97% |
14,875
+2,109
|
|
||
11
Wayfair
W
$10.8B
| $2.51M | 1.96% |
24,967
+11,560
|
|
||
12
GE Vernova
GEV
$225B
| $2.41M | 1.88% |
3,683
+596
|
|
||
13
Tapestry
TPR
$30.5B
| $2.39M | 1.87% |
18,709
-149
|
|
||
14
NRG Energy
NRG
$34.9B
| $2.28M | 1.78% |
14,323
-1,035
|
|
||
15
SoFi Technologies
SOFI
$24.5B
| $2.22M | 1.73% |
84,729
+31,845
|
|
||
16
Robinhood
HOOD
$75.1B
| $2.21M | 1.73% |
19,567
-6,506
|
|
||
17
Amphenol
APH
$169B
| $2.2M | 1.72% |
16,274
+3,799
|
|
||
18
Eli Lilly
LLY
$883B
| $2.19M | 1.71% |
2,040
-107
|
|
||
19
iRhythm Holdings
IRTC
$4.15B
| $2.19M | 1.71% |
12,348
+4,697
|
|
||
20
Howmet Aerospace
HWM
$103B
| $2.15M | 1.68% |
10,490
-437
|
|
||
|
SNDK
21
Sandisk
SNDK
$86.9B
| $2.13M | 1.67% |
+8,988
|
|
||
22
NVIDIA
NVDA
$4.4T
| $2.13M | 1.66% |
11,419
-90
|
|
||
23
Applovin
APP
$168B
| $2.07M | 1.62% |
3,071
-1,589
|
|
||
24
Cloudflare
NET
$67.9B
| $1.98M | 1.54% |
10,021
+2,881
|
|
||
25
Celestica
CLS
$30.7B
| $1.94M | 1.52% |
+6,575
|
|