WLG
Williamson Legacy Group Portfolio holdings
AUM
$119M
1-Year Est. Return
42.86%
1 Year Est. Return
+42.86%
AUM
$119M
AUM Growth
+$13.3M
(+13%)
Holding
139
Top Buys
| 1 | +$1.53M | |
| 2 | +$1.38M | |
| 3 | +$1.3M | |
| 4 |
DoorDash
DASH
|
+$1.26M |
| 5 |
BWX Technologies
BWXT
|
+$1.2M |
Top Sells
| 1 | +$2.06M | |
| 2 | +$2.03M | |
| 3 | +$1.98M | |
| 4 |
Oneok
OKE
|
+$1.9M |
| 5 |
JPMorgan Chase
JPM
|
+$1.57M |
Sector Composition
| 1 | Financials | 15.63% |
| 2 | Technology | 15.51% |
| 3 | Industrials | 13.63% |
| 4 | Consumer Discretionary | 12.65% |
| 5 | Communication Services | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Alamos Gold
AGI
$14.5B
| $1.52M | 1.28% |
57,228
+400
|
|
||
27
Welltower
WELL
$117B
| $1.52M | 1.28% |
9,885
+1,306
|
|
||
28
SAP
SAP
$318B
| $1.48M | 1.25% |
4,881
-3,818
|
|
||
29
Sprouts Farmers Market
SFM
$10.9B
| $1.47M | 1.24% |
8,914
+1,209
|
|
||
30
Hartford Financial Services
HIG
$35B
| $1.38M | 1.17% |
10,906
+232
|
|
||
31
Howmet Aerospace
HWM
$76.5B
| $1.38M | 1.17% |
+7,430
|
|
||
32
AT&T
T
$188B
| $1.38M | 1.16% |
47,644
+37,484
|
|
||
33
Netflix
NFLX
$510B
| $1.35M | 1.13% |
1,005
+8
|
|
||
34
Canadian Imperial Bank of Commerce
CM
$74.6B
| $1.34M | 1.13% |
18,880
+14,751
|
|
||
35
Sportradar
SRAD
$7.8B
| $1.3M | 1.1% |
+46,313
|
|
||
36
Guidewire Software
GWRE
$20.6B
| $1.29M | 1.09% |
5,485
+105
|
|
||
37
Casey's General Stores
CASY
$21.1B
| $1.28M | 1.08% |
2,505
+118
|
|
||
38
Costco
COST
$415B
| $1.27M | 1.07% |
1,284
+66
|
|
||
|
39
DoorDash
DASH
$112B
| $1.26M | 1.06% |
+5,126
|
|
||
40
Boston Scientific
BSX
$147B
| $1.26M | 1.06% |
11,760
+123
|
|
||
41
GFL Environmental
GFL
$16.4B
| $1.25M | 1.06% |
24,852
+519
|
|
||
42
CyberArk
CYBR
$24.8B
| $1.22M | 1.03% |
3,002
+217
|
|
||
43
Cintas
CTAS
$75.6B
| $1.21M | 1.02% |
5,415
+298
|
|
||
|
44
BWX Technologies
BWXT
$18.6B
| $1.2M | 1.01% |
+8,348
|
|
||
45
NiSource
NI
$20.4B
| $1.2M | 1.01% |
29,720
+17,271
|
|
||
46
Chewy
CHWY
$15.5B
| $1.2M | 1.01% |
+28,049
|
|
||
47
Agnico Eagle Mines
AEM
$87.7B
| $1.19M | 1% |
10,020
+209
|
|
||
48
Wheaton Precious Metals
WPM
$47.5B
| $1.19M | 1% |
+13,236
|
|
||
49
Encompass Health
EHC
$12.5B
| $1.17M | 0.99% |
+9,543
|
|
||
50
W.R. Berkley
WRB
$28.1B
| $1.16M | 0.98% |
15,843
+402
|
|