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
$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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$207K 0.2%
752
102
$203K 0.19%
5,941
-1,084
103
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109
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-2,015
2 3 4
5
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