WJA
Willis Johnson & Associates Portfolio holdings
AUM
$1.47B
1-Year Est. Return
11.11%
1 Year Est. Return
+11.11%
AUM
$1.47B
AUM Growth
+$151M
(+11%)
Holding
176
Top Buys
| 1 | +$13.6M | |
| 2 | +$9.84M | |
| 3 | +$4.7M | |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$4.58M |
| 5 |
Vanguard FTSE Europe ETF
VGK
|
+$3.53M |
Top Sells
| 1 | +$3.88M | |
| 2 | +$1.3M | |
| 3 | +$770K | |
| 4 |
Shell
SHEL
|
+$662K |
| 5 |
iShares Europe ETF
IEV
|
+$661K |
Sector Composition
| 1 | Energy | 3% |
| 2 | Technology | 1.61% |
| 3 | Consumer Staples | 0.36% |
| 4 | Consumer Discretionary | 0.34% |
| 5 | Communication Services | 0.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
UnitedHealth
UNH
$327B
| – | – |
-656
|
|