WAM
Wilsey Asset Management Portfolio holdings
AUM
$638M
1-Year Est. Return
5.86%
This Fund
S&P 500
1 Year Est. Return
+5.86%
AUM
$638M
AUM Growth
-$6.32M
(-0.98%)
Holding
30
Top Buys
| 1 | +$40.8M | |
| 2 | +$7.79M | |
| 3 | +$7.6M | |
| 4 |
PDM
Piedmont Realty Trust
PDM
|
+$5.07M |
| 5 |
Zimmer Biomet
ZBH
|
+$3.88M |
Top Sells
| 1 | +$35.8M | |
| 2 | +$3.48M | |
| 3 | +$1.13M | |
| 4 |
Valero Energy
VLO
|
+$257K |
| 5 |
Willdan Group
WLDN
|
+$245K |
Sector Composition
| 1 | Financials | 19.34% |
| 2 | Healthcare | 16.06% |
| 3 | Real Estate | 15.09% |
| 4 | Technology | 12.37% |
| 5 | Consumer Staples | 12.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
FedEx
FDX
$78.8B
| – | – |
-123,808
|
|
||
|
27
Valero Energy
VLO
$77B
| – | – |
-1,580
|
|
||
|
28
Willdan Group
WLDN
$1.48B
| – | – |
-2,359
|
|
||
29
Saic
SAIC
$4.98B
| – | – |
-2,059
|
|
||
30
Visa
V
$612B
| – | – |
-600
|
|