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
$150M
AUM Growth
+$413K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.04M
3
+$959K
4
DOC icon
Healthpeak Properties
DOC
+$939K
5
ANET icon
Arista Networks
ANET
+$909K

Top Sells

1
+$1.81M
2
+$1.27M
3
+$1.12M
4
BLDR icon
Builders FirstSource
BLDR
+$1.08M
5
NVDA icon
NVIDIA
NVDA
+$1.07M

Sector Composition

1 Healthcare 35.74%
2 Technology 13.89%
3 Financials 13.09%
4 Industrials 12.85%
5 Communication Services 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.27M 0.85%
57,824
+979
27
$1.26M 0.84%
5,266
+332
28
$1.24M 0.82%
6,020
+160
29
$1.23M 0.82%
6,057
+1,583
30
$1.22M 0.81%
8,244
+342
31
$1.2M 0.8%
6,104
+285
32
$1.16M 0.77%
10,175
-6,771
33
$1.14M 0.76%
12,656
-2,868
34
$1.14M 0.76%
18,382
+3,255
35
$1.11M 0.74%
1,212
+21
36
$1.08M 0.72%
35,944
-1,096
37
$1.06M 0.71%
3,001
+129
38
$1.06M 0.71%
5,283
+175
39
$1.04M 0.69%
10,835
+118
40
$1.04M 0.69%
+2,976
41
$1.03M 0.69%
3,941
-175
42
$1.02M 0.68%
6,903
+112
43
$1.02M 0.68%
10,674
+261
44
$1.02M 0.68%
26,540
+2,104
45
$990K 0.66%
11,086
+721
46
$959K 0.64%
5,751
+36
47
$959K 0.64%
+5,523
48
$951K 0.63%
3,971
+193
49
$946K 0.63%
7,443
+653
50
$939K 0.63%
+46,301
1
2
3 4 5