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
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104
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105
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108
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109
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110
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114
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118
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119
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5