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
$89.7M
AUM Growth
-$63.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$1.59M
3
+$1.56M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$1.5M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.18M

Top Sells

1
+$22.3M
2
+$20M
3
+$9.11M
4
AMLP icon
Alerian MLP ETF
AMLP
+$4.2M
5
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$3.45M

Sector Composition

1 Technology 2.14%
2 Financials 2%
3 Healthcare 1.83%
4 Consumer Staples 1.25%
5 Industrials 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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107
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108
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110
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5