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
2 3 4 5
6