WAM
Wilsey Asset Management Portfolio holdings
AUM
$545M
1-Year Est. Return
18.9%
1 Year Est. Return
+18.9%
AUM
$545M
AUM Growth
+$2.54M
(+0.47%)
Holding
29
Top Buys
| 1 | +$3.01M | |
| 2 | +$1.59M | |
| 3 | +$1.49M | |
| 4 |
Molson Coors Class B
TAP
|
+$1.26M |
| 5 |
NVIDIA
NVDA
|
+$1.09M |
Top Sells
| 1 | +$44.7M | |
| 2 | +$4.57M | |
| 3 | +$1.57M | |
| 4 |
JPMorgan Chase
JPM
|
+$1.46M |
| 5 |
General Motors
GM
|
+$897K |
Sector Composition
| 1 | Financials | 23.51% |
| 2 | Real Estate | 17.39% |
| 3 | Industrials | 12.22% |
| 4 | Consumer Discretionary | 12.19% |
| 5 | Technology | 11.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Abbott
ABT
$224B
| $211K | 0.04% |
+1,572
|
|
||
27
Visa
V
$664B
| $205K | 0.04% |
600
-15
|
|
||
28
Saic
SAIC
$4.49B
| $205K | 0.04% |
2,059
|
|
||
|
PARA
29
DELISTED
Paramount Global Class B
PARA
| – | – |
-121,342
|
|