WAM

Wilsey Asset Management Portfolio holdings

AUM $545M
1-Year Est. Return 18.9%
This Quarter Est. Return
1 Year Est. Return
+18.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$124M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$5.25M
2 +$2.97M
3 +$2.47M
4
ALL icon
Allstate
ALL
+$656K
5
CSCO icon
Cisco
CSCO
+$267K

Top Sells

1 +$2.75M
2 +$325K
3 +$144K
4
MRK icon
Merck
MRK
+$7.15K

Sector Composition

1 Technology 40.53%
2 Financials 18.41%
3 Consumer Discretionary 12.67%
4 Energy 12.25%
5 Industrials 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$41K 0.03%
+530
27
-190,057