WCM
Weatherstone Capital Management Portfolio holdings
AUM
$94.5M
1-Year Return
8.34%
This Quarter Return
+11.28%
1 Year Return
+8.34%
3 Year Return
+32.15%
5 Year Return
+43.41%
10 Year Return
–
AUM
$94.5M
AUM Growth
-$308M
(-77%)
Cap. Flow
-$311M
Cap. Flow
% of AUM
-329.62%
Top 10 Holdings %
Top 10 Hldgs %
59.17%
Holding
186
New
18
Increased
21
Reduced
44
Closed
101
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$12.5M |
| 2 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
+$11.4M |
| 3 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
+$6.87M |
| 4 |
Global X MLP & Energy Infrastructure ETF
MLPX
|
+$3.58M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$3.34M |
Top Sells
Sector Composition
| 1 | Financials | 5.37% |
| 2 | Technology | 4.48% |
| 3 | Healthcare | 3.89% |
| 4 | Industrials | 3.32% |
| 5 | Communication Services | 2.15% |