WAM

Weinberger Asset Management Portfolio holdings

AUM $276M
1-Year Est. Return 20.69%
This Quarter Est. Return
1 Year Est. Return
+20.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
+$9.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$970K
2 +$762K
3 +$360K
4
GEHC icon
GE HealthCare
GEHC
+$352K
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$327K

Sector Composition

1 Consumer Staples 11.45%
2 Technology 2.88%
3 Healthcare 2.43%
4 Financials 2.23%
5 Industrials 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$203K 0.12%
3,521
77
$201K 0.12%
+4,800
78
-2,500