WCM
Weatherstone Capital Management Portfolio holdings
AUM
$94.5M
This Quarter Return
+1.58%
1 Year Return
+8.34%
3 Year Return
+32.15%
5 Year Return
+43.41%
10 Year Return
–
AUM
$138M
AUM Growth
+$138M
(+58%)
Cap. Flow
+$50.3M
Cap. Flow
% of AUM
36.39%
Top 10 Holdings %
Top 10 Hldgs %
65.89%
Holding
95
New
22
Increased
14
Reduced
34
Closed
14
Top Buys
| 1 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$23.5M |
| 2 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$18.5M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$12.8M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$6.2M |
| 5 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$5.97M |
Top Sells
Sector Composition
| 1 | Healthcare | 1.79% |
| 2 | Utilities | 1.41% |
| 3 | Consumer Staples | 1.38% |
| 4 | Technology | 1.26% |
| 5 | Energy | 1.02% |
