WC

Weil Company Portfolio holdings

AUM $416M
1-Year Est. Return 13.11%
This Quarter Est. Return
1 Year Est. Return
+13.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$289M
AUM Growth
-$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$5.35M
3
+$5.18M
4
INTF icon
iShares International Equity Factor ETF
INTF
+$4.86M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.85M

Top Sells

1
+$3.77M
2
+$3.72M
3
+$3.25M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.16M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$2.91M

Sector Composition

1 Technology 12.8%
2 Financials 11.15%
3 Real Estate 6.45%
4 Communication Services 3.81%
5 Consumer Discretionary 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
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