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
$104M
AUM Growth
+$8.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1
+$840K
2
+$222K
3
+$165K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$123K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$105K

Top Sells

1
+$142K

Sector Composition

1 Industrials 0.81%
2 Consumer Staples 0.63%
3 Technology 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$60.4M 58.08%
702,267
+9,778
2
$17.9M 17.24%
180,057
+1,055
3
$10.1M 9.72%
245,572
+4,001
4
$6.82M 6.56%
59,123
+1,070
5
$6.41M 6.17%
55,194
-1,221
6
$615K 0.59%
10,547
7
$534K 0.51%
23,747
8
$444K 0.43%
6,808
9
$282K 0.27%
3,975
10
$222K 0.21%
+1,894
11
$213K 0.21%
2,447