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
$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
126
-6,102
127
-5,831
128
-14,874
129
-3,973
130
-2,173
131
-5,849
132
-17,155
133
-8,692