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
$403M
AUM Growth
-$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$21.1M
2 +$20.8M
3 +$8.29M
4
GM icon
General Motors
GM
+$1.8M
5
PARA
Paramount Global Class B
PARA
+$1.64M

Top Sells

1 +$19.5M
2 +$18.3M
3 +$5.46M
4
VLO icon
Valero Energy
VLO
+$5.01M

Sector Composition

1 Financials 19.99%
2 Technology 17.38%
3 Consumer Staples 14.31%
4 Consumer Discretionary 13.88%
5 Communication Services 10.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-472,564