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
51
$938K 0.62%
10,113
-44
52
$927K 0.62%
4,321
-194
53
$912K 0.61%
1,974
+158
54
$909K 0.61%
+8,220
55
$905K 0.6%
49,101
+4,625
56
$889K 0.59%
5,661
+269
57
$868K 0.58%
+5,789
58
$858K 0.57%
8,875
-31
59
$858K 0.57%
3,727
+53
60
$847K 0.56%
19,026
+1,336
61
$832K 0.55%
10,163
+669
62
$827K 0.55%
4,525
+76
63
$811K 0.54%
+6,432
64
$802K 0.53%
1,611
-71
65
$799K 0.53%
1,385
+83
66
$797K 0.53%
2,600
+156
67
$777K 0.52%
4,463
+196
68
$752K 0.5%
+28,017
69
$738K 0.49%
3,104
+313
70
$734K 0.49%
716
+65
71
$727K 0.48%
+2,449
72
$711K 0.47%
7,556
-495
73
$705K 0.47%
7,639
+470
74
$703K 0.47%
+2,223
75
$692K 0.46%
2,952
-14
1 2
3
4 5