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
$212M
AUM Growth
+$5.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Sells

1 +$526K
2 +$338K
3 +$264K
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$251K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$242K

Sector Composition

1 Consumer Staples 7.76%
2 Technology 4.24%
3 Financials 2.67%
4 Industrials 2.22%
5 Communication Services 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$264K 0.12%
+2,226
77
$254K 0.12%
3,521
78
$251K 0.12%
7,290
79
$238K 0.11%
+1,480
80
$235K 0.11%
2,144
81
-2,562