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
$386M
AUM Growth
-$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$10.8M
2 +$8.43M
3 +$2.91M
4
ADBE icon
Adobe
ADBE
+$2.8M
5
BABA icon
Alibaba
BABA
+$2.19M

Top Sells

1 +$15.4M
2 +$6.33M
3 +$5.25M
4
EXPE icon
Expedia Group
EXPE
+$4.8M
5
BAH icon
Booz Allen Hamilton
BAH
+$4.67M

Sector Composition

1 Financials 40.88%
2 Technology 16.59%
3 Industrials 14.91%
4 Healthcare 12.55%
5 Communication Services 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$5.88M 1.52%
69,355
+25,885
27
$4.03M 1.05%
37,503
-48,851
28
$1.48M 0.38%
19,716
29
$1.24M 0.32%
+30,137