WCM
Weaver Capital Management Portfolio holdings
AUM
$406M
This Quarter Return
+10.72%
1 Year Return
+18.95%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$406M
AUM Growth
+$406M
(+8.2%)
Cap. Flow
+$147K
Cap. Flow
% of AUM
0.04%
Top 10 Holdings %
Top 10 Hldgs %
39.04%
Holding
188
New
8
Increased
57
Reduced
92
Closed
3
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$1.46M |
| 2 |
FLXR
TCW Flexible Income ETF
FLXR
|
$968K |
| 3 |
Microsoft
MSFT
|
$689K |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$605K |
| 5 |
Palantir
PLTR
|
$556K |
Top Sells
Sector Composition
| 1 | Technology | 18.57% |
| 2 | Financials | 8.51% |
| 3 | Consumer Discretionary | 6.28% |
| 4 | Communication Services | 5.04% |
| 5 | Consumer Staples | 4.97% |
