WCM

Weyland Capital Management Portfolio holdings

AUM $94M
1-Year Est. Return 1.28%
This Quarter Est. Return
1 Year Est. Return
-1.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$87.1M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$49M
2
+$15.3M
3
+$9.07M
4
GLD icon
SPDR Gold Trust
GLD
+$6.66M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$5.23M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 0.71%
2 Consumer Staples 0.69%
3 Technology 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$49M 56.18%
+672,995
2
$15.3M 17.51%
+177,617
3
$9.07M 10.41%
+233,723
4
$6.66M 7.64%
+55,877
5
$5.23M 6%
+53,928
6
$617K 0.71%
+10,951
7
$508K 0.58%
+23,747
8
$390K 0.45%
+6,808
9
$240K 0.28%
+3,975
10
$212K 0.24%
+2,447