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
$112M
AUM Growth
+$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$277K
2
+$208K
3
+$29.8K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$17.7K

Top Sells

1
+$2.52M
2
+$530K
3
+$204K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$91.9K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$72K

Sector Composition

1 Consumer Staples 0.46%
2 Industrials 0.44%
3 Technology 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$68.6M 61.14%
717,015
-961
2
$17.6M 15.7%
173,087
-708
3
$10.1M 9.03%
252,988
+6,917
4
$8.3M 7.41%
69,411
+1,740
5
$3.4M 3.03%
29,956
-22,179
6
$2.6M 2.32%
12,655
+145
7
$518K 0.46%
7,493
8
$291K 0.26%
3,490
-485
9
$260K 0.23%
1,894
10
$236K 0.21%
3,158
-600
11
$232K 0.21%
5,899
+450
12
– –
-2,447
13
– –
-22,447