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WRCM
Western Reserve Capital Management Portfolio holdings
AUM
$122M
This Fund
S&P 500
This Quarter
Est. Return
+1.74%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$107M
AUM Growth
–
Cap. Flow
+$107M
Cap. Flow
% of AUM
99.45%
Top 10 Holdings %
Top 10 Hldgs %
81%
Holding
48
New
48
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$21.9M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$15.6M |
| 3 |
Avantis US Large Cap Equity ETF
AVLC
|
+$10.3M |
| 4 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$7.68M |
| 5 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$7.49M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Materials | 4.73% |
| 2 | Technology | 3.34% |
| 3 | Industrials | 2.32% |
| 4 | Healthcare | 0.94% |
| 5 | Consumer Discretionary | 0.49% |
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