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
$182M
AUM Growth
+$9.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$764K
2 +$626K
3 +$343K
4
AAPL icon
Apple
AAPL
+$280K
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$265K

Sector Composition

1 Consumer Staples 10.55%
2 Technology 3.34%
3 Healthcare 2.31%
4 Financials 2.2%
5 Industrials 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$208K 0.11%
987
-10
77
-648
78
-4,800