WCM
Warburton Capital Management Portfolio holdings
AUM
$169M
This Quarter Return
+1.64%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$134M
AUM Growth
–
Cap. Flow
+$134M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
90.27%
Holding
40
New
40
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$78.3M |
| 2 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
+$26.2M |
| 3 |
Dimensional Ultrashort Fixed Income ETF
DUSB
|
+$5.01M |
| 4 |
Dimensional US High Profitability ETF
DUHP
|
+$2.29M |
| 5 |
Palantir
PLTR
|
+$2.1M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 4.33% |
| 2 | Financials | 1.4% |
| 3 | Energy | 1.24% |
| 4 | Communication Services | 1.07% |
| 5 | Consumer Discretionary | 0.68% |
