WLG

Williamson Legacy Group Portfolio holdings

AUM $129M
1-Year Est. Return 69.06%
This Quarter Est. Return
1 Year Est. Return
+69.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$1.08M
3
+$1.06M
4
KKR icon
KKR & Co
KKR
+$1.03M
5
EBAY icon
eBay
EBAY
+$985K

Top Sells

1
+$2.99M
2
+$2.38M
3
+$1.99M
4
BRBR icon
BellRing Brands
BRBR
+$1.98M
5
MCK icon
McKesson
MCK
+$1.96M

Sector Composition

1 Healthcare 41.33%
2 Industrials 14.39%
3 Technology 13.11%
4 Financials 8.96%
5 Communication Services 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$253K 0.17%
+2,996
102
$237K 0.16%
+584
103
$231K 0.15%
+4,823
104
$213K 0.14%
752
-9
105
$208K 0.14%
+2,303
106
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-3,735
107
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-34,587
108
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-4,804
109
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-13,794
110
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-13,352
111
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-8,423
112
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-3,094
113
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-7,804
114
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-23,667
115
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-18,166
116
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-4,947
117
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-80,191
118
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-24,626
119
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-30,750
120
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-23,562
121
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-2,009
122
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-3,353
123
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-11,328
124
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-10,337
125
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-13,019
2 3 4
5
6