WRCM
Western Reserve Capital Management Portfolio holdings
AUM
$122M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$122M
AUM Growth
+$14.6M
(+14%)
Holding
51
Top Buys
| 1 | +$9.5M | |
| 2 | +$2.1M | |
| 3 | +$981K | |
| 4 |
Avantis US Equity ETF
AVUS
|
+$373K |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$318K |
Top Sells
| 1 | +$448K | |
| 2 | +$203K | |
| 3 | +$161K | |
| 4 |
NAK
Northern Dynasty Minerals
NAK
|
+$76.3K |
| 5 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$33.2K |
Sector Composition
| 1 | Energy | 11.25% |
| 2 | Materials | 4.02% |
| 3 | Technology | 2.53% |
| 4 | Industrials | 1.77% |
| 5 | Utilities | 0.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Berkshire Hathaway Class B
BRK.B
$1.04T
| – | – |
-403
|
|