WCM
Weatherstone Capital Management Portfolio holdings
AUM
$94.5M
This Quarter Return
-0.76%
1 Year Return
+8.34%
3 Year Return
+32.15%
5 Year Return
+43.41%
10 Year Return
–
AUM
$108M
AUM Growth
+$108M
(-4.3%)
Cap. Flow
-$2.87M
Cap. Flow
% of AUM
-2.65%
Top 10 Holdings %
Top 10 Hldgs %
73.9%
Holding
82
New
8
Increased
10
Reduced
30
Closed
22
Top Buys
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
$12.4M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$12M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$9.9M |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$6.47M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$1.89M |
Sector Composition
| 1 | Healthcare | 2.28% |
| 2 | Utilities | 1.48% |
| 3 | Technology | 1.31% |
| 4 | Consumer Staples | 1.27% |
| 5 | Energy | 0.74% |
