WLG

Williamson Legacy Group Portfolio holdings

AUM $119M
1-Year Est. Return 42.86%
This Quarter Est. Return
1 Year Est. Return
+42.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
+$5.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$1.08M
3
+$1.06M
4
AER icon
AerCap
AER
+$1.05M
5
WDC icon
Western Digital
WDC
+$983K

Top Sells

1
+$2.72M
2
+$2.14M
3
+$1.86M
4
NOW icon
ServiceNow
NOW
+$1.74M
5
PANW icon
Palo Alto Networks
PANW
+$1.58M

Sector Composition

1 Healthcare 35.14%
2 Technology 20.7%
3 Industrials 12.41%
4 Communication Services 6.86%
5 Financials 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.08M 0.81%
+80,191
27
$1.07M 0.8%
36,822
+636
28
$1.06M 0.79%
8,692
+245
29
$1.06M 0.79%
+14,874
30
$1.05M 0.78%
1,339
-2,212
31
$1.05M 0.78%
12,239
-9,848
32
$1.05M 0.78%
+11,220
33
$1.04M 0.78%
4,947
+615
34
$1.03M 0.76%
5,277
+33
35
$1.02M 0.76%
13,794
-4,164
36
$997K 0.74%
13,019
+1,615
37
$983K 0.73%
+17,155
38
$952K 0.71%
3,094
+426
39
$948K 0.71%
1,115
-5
40
$937K 0.7%
+56,160
41
$930K 0.69%
+5,831
42
$889K 0.66%
6,873
+141
43
$888K 0.66%
+30,750
44
$886K 0.66%
2,009
-1,779
45
$885K 0.66%
18,403
+2,031
46
$884K 0.66%
+2,816
47
$866K 0.64%
+3,735
48
$862K 0.64%
+18,166
49
$860K 0.64%
+5,921
50
$833K 0.62%
10,255
+1,140
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