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
$110M
AUM Growth
+$3.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$132K
3
+$55.7K

Top Sells

1
+$3.12M
2
+$812K
3
+$214K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$208K
5
CL icon
Colgate-Palmolive
CL
+$110K

Sector Composition

1 Consumer Staples 0.2%
2 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$71M 64.62%
713,289
-8,160
2
$15.4M 14%
167,242
-2,264
3
$9.04M 8.23%
80,261
+495
4
$5.26M 4.79%
160,880
-95,250
5
$3.18M 2.9%
98,764
+92,540
6
$3.03M 2.76%
29,892
-32
7
$2.73M 2.49%
13,415
+645
8
$218K 0.2%
3,273
-1,644
9
– –
-3,158