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
51
$829K 0.62%
+5,217
52
$828K 0.62%
+10,314
53
$792K 0.59%
+11,328
54
$773K 0.58%
+7,139
55
$769K 0.57%
+8,569
56
$739K 0.55%
3,655
+581
57
$733K 0.55%
+3,631
58
$732K 0.54%
4,536
+96
59
$731K 0.54%
+8,781
60
$705K 0.52%
+3,128
61
$704K 0.52%
+43,353
62
$683K 0.51%
+4,804
63
$670K 0.5%
3,452
+193
64
$665K 0.49%
+3,802
65
$645K 0.48%
+24,626
66
$631K 0.47%
+23,667
67
$607K 0.45%
+4,074
68
$606K 0.45%
+5,058
69
$605K 0.45%
3,667
-5
70
$594K 0.44%
+4,216
71
$573K 0.43%
+6,679
72
$553K 0.41%
10,557
-21,299
73
$539K 0.4%
+13,352
74
$537K 0.4%
2,550
+95
75
$521K 0.39%
+7,418
1 2
3
4 5