WAM
Wilsey Asset Management Portfolio holdings
AUM
$644M
1-Year Est. Return
16.71%
This Fund
S&P 500
1 Year Est. Return
+16.71%
AUM
$644M
AUM Growth
+$98.8M
(+18%)
Holding
32
Top Buys
| 1 | +$39.1M | |
| 2 | +$36.9M | |
| 3 | +$34.2M | |
| 4 |
MPT
Medical Properties Trust
MPT
|
+$3.2M |
| 5 |
Mohawk Industries
MHK
|
+$2.83M |
Top Sells
| 1 | +$30.7M | |
| 2 | +$602K | |
| 3 | +$568K | |
| 4 |
General Motors
GM
|
+$491K |
| 5 |
Tapestry
TPR
|
+$295K |
Sector Composition
| 1 | Financials | 20.71% |
| 2 | Real Estate | 14.56% |
| 3 | Healthcare | 14.45% |
| 4 | Consumer Staples | 12.11% |
| 5 | Consumer Discretionary | 11.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Alphabet (Google) Class C
GOOG
$3.67T
| $251K | 0.04% |
+800
|
|
||
27
Willdan Group
WLDN
$1.27B
| $245K | 0.04% |
2,359
|
|
||
28
Visa
V
$617B
| $210K | 0.03% |
600
|
|
||
29
Saic
SAIC
$4.26B
| $207K | 0.03% |
2,059
|
|
||
30
Abbott
ABT
$198B
| – | – |
-1,572
|
|
||
31
Chevron
CVX
$374B
| – | – |
-197,824
|
|
||
|
32
Tapestry
TPR
$31.3B
| – | – |
-2,606
|
|