WC

Weil Company Portfolio holdings

AUM $435M
1-Year Est. Return 15.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
-$3.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$563K
2
+$437K
3
+$403K
4
M icon
Macy's
M
+$320K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$289K

Top Sells

1
+$472K
2
+$338K
3
+$309K
4
JPM icon
JPMorgan Chase
JPM
+$302K
5
LRN icon
Stride
LRN
+$297K

Sector Composition

1 Technology 22.6%
2 Real Estate 15.66%
3 Financials 13.71%
4 Communication Services 8.65%
5 Healthcare 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
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