WCM

Weaver Capital Management Portfolio holdings

AUM $473M
1-Year Est. Return 21.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$248M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$53.4M
2 +$26.6M
3 +$17.9M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$11.3M
5
VTV icon
Vanguard Value ETF
VTV
+$9.87M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.77%
2 Consumer Staples 6.48%
3 Financials 5.86%
4 Healthcare 5.71%
5 Consumer Discretionary 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$201K 0.08%
+1,940
127
$453 ﹤0.01%
+11,309