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
+$413K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.04M
3
+$959K
4
DOC icon
Healthpeak Properties
DOC
+$939K
5
ANET icon
Arista Networks
ANET
+$909K

Top Sells

1
+$1.81M
2
+$1.27M
3
+$1.12M
4
BLDR icon
Builders FirstSource
BLDR
+$1.08M
5
NVDA icon
NVIDIA
NVDA
+$1.07M

Sector Composition

1 Healthcare 35.74%
2 Technology 13.89%
3 Financials 13.09%
4 Industrials 12.85%
5 Communication Services 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-3,507
127
– –
-6,362
128
– –
-2,303
129
– –
-1,787
130
– –
-4,823
131
– –
-7,671
132
– –
-14,395
133
– –
-5,595
134
– –
-7,517
135
– –
-3,373
2 3 4 5
6