WCM
Weaver Capital Management Portfolio holdings
AUM
$459M
1-Year Est. Return
21.6%
1 Year Est. Return
+21.6%
AUM
$459M
AUM Growth
+$52.3M
(+13%)
Holding
201
Top Buys
| 1 | +$35.3M | |
| 2 | +$9.71M | |
| 3 | +$3.29M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$3.13M |
| 5 |
FLXR
TCW Flexible Income ETF
FLXR
|
+$2.18M |
Top Sells
| 1 | +$30.3M | |
| 2 | +$7.23M | |
| 3 | +$1.61M | |
| 4 |
Colgate-Palmolive
CL
|
+$1.16M |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$743K |
Sector Composition
| 1 | Technology | 19.58% |
| 2 | Financials | 9.36% |
| 3 | Consumer Discretionary | 6.39% |
| 4 | Communication Services | 5% |
| 5 | Healthcare | 4.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
PayPal
PYPL
$57.3B
| – | – |
-2,829
|
|