Williams & Novak, LLC
CIK Number: 0001998419
103.71M
Market Value
121
# of Holdings
3 months
Avg. Holding Period
30.28%
Win Rate
7.52%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | FBND | Fidelity Total ... | 45.59 | -0.1% | 247.97K | +27.43% | 11.13M | 45.57 | 10.73% |
| 2 | MFUS | PIMCO RAFI Dyna... | 49.24 | +0.54% | 135.15K | +0.33% | 6.7M | 41.9 | 6.46% |
| 3 | FELC | Fidelity Coving... | 30.94 | +0.59% | 124.56K | +96.84% | 4.1M | 32.5 | 3.95% |
| 4 | SYPR | Sypris Solution... | 1.67 | -0.6% | 2.29M | -8.1% | 4.07M | 2.03 | 3.93% |
| 5 | SPY | SPDR S&P 500 ET... | 554.26 | +0.62% | 5.45K | +4.09% | 3.19M | 479.66 | 3.08% |
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