WAM

Wilson Asset Management Portfolio holdings

AUM $404M
1-Year Est. Return 14.24%
This Quarter Est. Return
1 Year Est. Return
+14.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$387M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$8.88M
2 +$6.17M
3 +$6.17M
4
DG icon
Dollar General
DG
+$4.91M
5
ADBE icon
Adobe
ADBE
+$4.1M

Top Sells

1 +$5.02M
2 +$4.98M
3 +$4.39M
4
BAH icon
Booz Allen Hamilton
BAH
+$4.05M
5
DNB
Dun & Bradstreet
DNB
+$3.55M

Sector Composition

1 Financials 36.8%
2 Healthcare 24.27%
3 Industrials 13.47%
4 Technology 11.18%
5 Consumer Discretionary 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$3.07M 0.79%
184,483
27
$2.74M 0.71%
76,344
28
-29,368