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
$545M
AUM Growth
+$2.54M
(+0.47%)
Holding
29
Top Buys
| 1 | +$2.92M | |
| 2 | +$1.46M | |
| 3 | +$1.38M | |
| 4 |
Molson Coors Class B
TAP
|
+$1.37M |
| 5 |
Cigna
CI
|
+$1.05M |
Top Sells
| 1 | +$41.3M | |
| 2 | +$4.42M | |
| 3 | +$1.57M | |
| 4 |
JPMorgan Chase
JPM
|
+$1.37M |
| 5 |
General Motors
GM
|
+$821K |
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
$198B
| $211K | 0.04% |
+1,572
|
|
||
27
Visa
V
$616B
| $205K | 0.04% |
600
-15
|
|
||
28
Saic
SAIC
$4.16B
| $205K | 0.04% |
2,059
|
|
||
|
PARA
29
DELISTED
Paramount Global Class B
PARA
| – | – |
-121,342
|
|