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
$105M
AUM Growth
-$44.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1 +$1.98M
2 +$1.86M
3 +$1.62M
4
OKE icon
Oneok
OKE
+$1.62M
5
DTM icon
DT Midstream
DTM
+$1.22M

Top Sells

1 +$45M
2 +$2.18M
3 +$1.51M
4
NOW icon
ServiceNow
NOW
+$1.37M
5
ITT icon
ITT
ITT
+$1.36M

Sector Composition

1 Financials 20.19%
2 Technology 15.67%
3 Industrials 14.57%
4 Energy 11.04%
5 Consumer Discretionary 9.97%