WLG
Williamson Legacy Group Portfolio holdings
AUM
$119M
1-Year Est. Return
42.86%
1 Year Est. Return
+42.86%
AUM
$119M
AUM Growth
+$13.3M
(+13%)
Holding
139
Top Buys
| 1 | +$1.53M | |
| 2 | +$1.38M | |
| 3 | +$1.3M | |
| 4 |
DoorDash
DASH
|
+$1.26M |
| 5 |
BWX Technologies
BWXT
|
+$1.2M |
Top Sells
| 1 | +$2.06M | |
| 2 | +$2.03M | |
| 3 | +$1.98M | |
| 4 |
Oneok
OKE
|
+$1.9M |
| 5 |
JPMorgan Chase
JPM
|
+$1.57M |
Sector Composition
| 1 | Financials | 15.63% |
| 2 | Technology | 15.51% |
| 3 | Industrials | 13.63% |
| 4 | Consumer Discretionary | 12.65% |
| 5 | Communication Services | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Public Service Enterprise Group
PEG
$42.3B
| – | – |
-9,797
|
|
||
127
Sherwin-Williams
SHW
$82.5B
| – | – |
-917
|
|
||
128
SharkNinja
SN
$13.3B
| – | – |
-7,080
|
|
||
129
S&P Global
SPGI
$144B
| – | – |
-1,759
|
|
||
130
Targa Resources
TRGP
$32B
| – | – |
-9,874
|
|
||
131
TransUnion
TRU
$15.3B
| – | – |
-9,927
|
|
||
132
Tyler Technologies
TYL
$21.9B
| – | – |
-1,602
|
|
||
133
United Parcel Service
UPS
$73.2B
| – | – |
-1,932
|
|
||
134
Valmont Industries
VMI
$7.99B
| – | – |
-2,714
|
|
||
135
Willis Towers Watson
WTW
$32.2B
| – | – |
-6,005
|
|
||
136
Apple
AAPL
$3.74T
| – | – |
-1,829
|
|
||
137
AerCap
AER
$21.5B
| – | – |
-12,559
|
|
||
138
Applied Industrial Technologies
AIT
$9.36B
| – | – |
-4,403
|
|
||
139
Allison Transmission
ALSN
$6.76B
| – | – |
-3,529
|
|