WC

Weil Company Portfolio holdings

AUM $445M
1-Year Est. Return 15.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$445M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Sells

1 +$5.49M
2 +$1.5M
3 +$868K
4
GRP.U
Granite Real Estate Investment Trust
GRP.U
+$427K
5
BLK icon
Blackrock
BLK
+$404K

Sector Composition

1 Technology 7.91%
2 Financials 7.17%
3 Real Estate 4.62%
4 Communication Services 2.91%
5 Consumer Discretionary 2.21%