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
76
$680K 0.45%
+763
77
$635K 0.42%
5,803
+242
78
$625K 0.42%
4,954
-909
79
$623K 0.42%
1,193
+93
80
$613K 0.41%
+5,834
81
$587K 0.39%
+23,580
82
$583K 0.39%
3,475
-194
83
$577K 0.38%
5,930
+3,099
84
$547K 0.36%
11,423
+5,253
85
$460K 0.31%
1,836
-683
86
$458K 0.31%
7,965
+1,569
87
$451K 0.3%
4,360
+847
88
$438K 0.29%
+3,625
89
$427K 0.28%
+1,318
90
$416K 0.28%
+4,184
91
$416K 0.28%
693
+242
92
$393K 0.26%
6,708
-135
93
$387K 0.26%
2,176
-106
94
$379K 0.25%
+1,838
95
$362K 0.24%
+3,352
96
$343K 0.23%
3,907
97
$342K 0.23%
+1,555
98
$318K 0.21%
+802
99
$315K 0.21%
+3,617
100
$314K 0.21%
766
-499
2 3
4
5 6