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
$171M
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$4.62M
3
+$3.54M
4
AMLP icon
Alerian MLP ETF
AMLP
+$2.48M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.36M

Top Sells

1
+$15.9M
2
+$8.46M
3
+$7.53M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$4.51M
5
UWM icon
ProShares Ultra Russell2000
UWM
+$4.17M

Sector Composition

1 Healthcare 1.52%
2 Utilities 1.06%
3 Technology 0.59%
4 Consumer Staples 0.56%
5 Energy 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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-12,505
77
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-8,093
78
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79
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-8,267
80
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-10,158
81
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-8,949
82
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-6,280
83
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-15,736
84
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-7,815
1 2 3
4