WCM
Weaver Capital Management Portfolio holdings
AUM
$473M
1-Year Est. Return
21.98%
This Fund
S&P 500
1 Year Est. Return
+21.98%
AUM
$459M
AUM Growth
+$52.3M
(+13%)
Holding
201
Top Buys
| 1 | +$34M | |
| 2 | +$9.45M | |
| 3 | +$3.15M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$3.01M |
| 5 |
FLXR
TCW Flexible Income ETF
FLXR
|
+$2.17M |
Top Sells
| 1 | +$30.3M | |
| 2 | +$7.04M | |
| 3 | +$1.67M | |
| 4 |
Colgate-Palmolive
CL
|
+$1.16M |
| 5 |
Gartner
IT
|
+$734K |
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
iShares 7-10 Year Treasury Bond ETF
IEF
$48.3B
| – | – |
-397
|
|