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
$106M
AUM Growth
-$9.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$214K
2
+$135K
3
+$29.5K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$20.7K

Top Sells

1
+$27.9K
2
+$27.8K
3
+$26.2K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$15.3K

Sector Composition

1 Consumer Staples 0.29%
2 Industrials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$67.1M 63.34%
721,449
-165
2
$15.3M 14.42%
169,506
-310
3
$8.71M 8.22%
79,766
+1,240
4
$8.47M 8%
256,130
+627
5
$3.2M 3.02%
29,924
-245
6
$2.45M 2.31%
12,770
-145
7
$312K 0.29%
4,917
8
$214K 0.2%
+3,158
9
$204K 0.19%
6,224
+900