WCM
Weaver Capital Management Portfolio holdings
AUM
$459M
1-Year Est. Return
21.6%
1 Year Est. Return
+21.6%
AUM
$406M
AUM Growth
+$30.7M
(+8.2%)
Holding
188
Top Buys
| 1 | +$1.46M | |
| 2 | +$968K | |
| 3 | +$689K | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$605K |
| 5 |
Palantir
PLTR
|
+$556K |
Top Sells
| 1 | +$1.45M | |
| 2 | +$707K | |
| 3 | +$488K | |
| 4 |
Innovator US Equity Power Buffer ETF December
PDEC
|
+$487K |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
+$385K |
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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Utilities Select Sector SPDR Fund
XLU
$21.8B
| $4.9K | ﹤0.01% |
+60
|
|
||
177
Invesco S&P 500 Top 50 ETF
XLG
$11.1B
| $3.65K | ﹤0.01% |
70
|
|
||
178
Real Estate Select Sector SPDR Fund
XLRE
$7.64B
| $3.6K | ﹤0.01% |
+87
|
|
||
179
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.7B
| $2.61K | ﹤0.01% |
12
|
|
||
180
Schwab US Aggregate Bond ETF
SCHZ
$8.96B
| $1.77K | ﹤0.01% |
76
|
|
||
181
iShares Russell 1000 ETF
IWB
$45.1B
| $680 | ﹤0.01% |
2
|
|
||
182
Celularity
CELU
$43.9M
| $588 | ﹤0.01% |
300
|
|
||
|
183
Celularity Inc
CELUW
$286K
| $501 | ﹤0.01% |
11,309
|
|
||
184
Industrial Select Sector SPDR Fund
XLI
$23.5B
| $296 | ﹤0.01% |
2
-4
|
|
||
185
Health Care Select Sector SPDR Fund
XLV
$37.4B
| $270 | ﹤0.01% |
2
+1
|
|
||
186
Vanguard Small-Cap ETF
VB
$66.1B
| – | – |
-67
|
|
||
187
Schwab Short-Term US Treasury ETF
SCHO
$11.2B
| – | – |
-544
|
|
||
188
Pool Corp
POOL
$9.03B
| – | – |
-664
|
|