WC

Weil Company Portfolio holdings

AUM $435M
1-Year Est. Return 15.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$199M
AUM Growth
-$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$2.21M
3
+$1.84M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.78M
5
ROK icon
Rockwell Automation
ROK
+$1.18M

Top Sells

1
+$2.9M
2
+$1.85M
3
+$1.56M
4
FTNT icon
Fortinet
FTNT
+$1.37M
5
GILD icon
Gilead Sciences
GILD
+$1.2M

Sector Composition

1 Technology 24.98%
2 Real Estate 16.95%
3 Financials 13.22%
4 Healthcare 9.85%
5 Industrials 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
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