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
$95.8M
AUM Growth
+$8.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$440K
3
+$315K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$127K
5
GLD icon
SPDR Gold Trust
GLD
+$69K

Top Sells

1
+$24.1K

Sector Composition

1 Industrials 0.66%
2 Consumer Staples 0.64%
3 Technology 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$54.2M 56.54%
692,489
+19,494
2
$16.4M 17.13%
179,002
+1,385
3
$9.7M 10.12%
241,571
+7,848
4
$7.23M 7.55%
56,415
+538
5
$6.19M 6.46%
58,053
+4,125
6
$628K 0.66%
10,547
-404
7
$608K 0.63%
23,747
8
$404K 0.42%
6,808
9
$253K 0.26%
3,975
10
$212K 0.22%
2,447