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
$116M
AUM Growth
-$1.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1
+$679K
2
+$53.5K
3
+$7.4K

Top Sells

1
+$299K
2
+$285K
3
+$273K
4
MMM icon
3M
MMM
+$261K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$237K

Sector Composition

1 Consumer Staples 0.28%
2 Industrials 0%
3 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$71.4M 61.81%
721,614
-2,391
2
$17.3M 14.98%
169,816
-2,795
3
$10.4M 9.04%
255,503
+181
4
$9.8M 8.48%
78,526
+5,441
5
$3.39M 2.93%
30,169
-147
6
$2.66M 2.3%
12,915
+260
7
$322K 0.28%
4,917
-4,176
8
$211K 0.18%
5,324
9
– –
-3,490
10
– –
-3,158
11
– –
-1,894