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
$442M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$18.5M
2 +$6.35M
3 +$5.84M
4
MPW icon
Medical Properties Trust
MPW
+$3.43M
5
TSN icon
Tyson Foods
TSN
+$3.15M

Top Sells

1 +$20.5M
2 +$8.6M
3 +$4.82M
4
VLO icon
Valero Energy
VLO
+$1.98M
5
WBD icon
Warner Bros
WBD
+$815K

Sector Composition

1 Financials 19.46%
2 Technology 16.59%
3 Consumer Discretionary 15.26%
4 Consumer Staples 12.5%
5 Communication Services 10.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$232K 0.05%
2,159
27
$211K 0.05%
2,297
28
-623,406