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
$108M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$25.1M
2 +$2.91M
3 +$2.89M
4
NOW icon
ServiceNow
NOW
+$2.47M
5
SNPS icon
Synopsys
SNPS
+$2.39M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 28.31%
2 Technology 26.58%
3 Industrials 11.08%
4 Financials 11.06%
5 Communication Services 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$309K 0.29%
+6,015
77
$292K 0.27%
+8,957
78
$234K 0.22%
+1,222
79
$209K 0.19%
+919
80
$204K 0.19%
+428