Williams & Novak, LLC
CIK Number: 0001998419
103.71M
Market Value
120
# of Holdings
3 months
Avg. Holding Period
29.79%
Win Rate
7.27%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity Total ... | 45.59 | +0.21% | 247.97K | +27.43% | 11.13M | 45.57 | 10.73% | |
| 2 | PIMCO RAFI Dyna... | 50.20 | +0.85% | 135.15K | +0.33% | 6.7M | 41.9 | 6.46% | |
| 3 | Fidelity Coving... | 31.25 | +0.63% | 124.56K | +96.84% | 4.1M | 32.5 | 3.95% | |
| 4 | Sypris Solution... | 1.65 | +2.48% | 2.29M | -8.1% | 4.07M | 2.03 | 3.93% | |
| 5 | SPDR S&P 500 ET... | 559.85 | +0.75% | 5.45K | +4.09% | 3.19M | 479.66 | 3.08% |
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