WCM

Weatherstone Capital Management Portfolio holdings

AUM $94.5M
1-Year Est. Return 8.34%
This Quarter Est. Return
1 Year Est. Return
+8.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$235M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$16.2M
3
+$14.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$14.3M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$13.1M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 0.57%
2 Real Estate 0.25%
3 Industrials 0.19%
4 Utilities 0.17%
5 Consumer Staples 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$201K 0.09%
+3,333
52
$201K 0.09%
+4,445
53
$200K 0.09%
+4,026
54
$200K 0.09%
+6,712
55
$183K 0.08%
+10,783
56
$148K 0.06%
+6,517
1 2
3