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
$252M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$2.64M
2
+$2.36M
3
+$2.14M
4
SH icon
ProShares Short S&P500
SH
+$1.48M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.35M

Top Sells

1
+$1.88M
2
+$1.59M
3
+$1.32M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.15M
5
MCD icon
McDonald's
MCD
+$936K

Sector Composition

1 Technology 15.29%
2 Financials 14.08%
3 Industrials 7.55%
4 Real Estate 7.45%
5 Communication Services 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$35.1K 0.01%
2,273
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152
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-6,990
153
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154
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155
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156
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157
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158
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159
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160
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161
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162
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-847
163
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-5,350
3 4 5 6
7