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
$95M
AUM Growth
-$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$541K
2
+$234K
3
+$180K
4
CL icon
Colgate-Palmolive
CL
+$91.8K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$51.4K

Top Sells

1
+$14.2M
2
+$1.57M
3
+$1.45M

Sector Composition

1 Consumer Staples 0.34%
2 Industrials 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWF icon
1
iShares Russell 1000 Growth ETF
IWF
$123B
$69.6M 73.27%
697,518
-15,771
IWM icon
2
iShares Russell 2000 ETF
IWM
$69.3B
$7.43M 7.82%
67,123
-13,138
VWO icon
3
Vanguard FTSE Emerging Markets ETF
VWO
$102B
$5.74M 6.05%
166,094
+5,214
GLD icon
4
SPDR Gold Trust
GLD
$128B
$3.52M 3.71%
29,946
+54
EEM icon
5
iShares MSCI Emerging Markets ETF
EEM
$20.7B
$3.43M 3.62%
100,264
+1,500
SPY icon
6
SPDR S&P 500 ETF Trust
SPY
$666B
$3.3M 3.47%
16,049
+2,634
IWN icon
7
iShares Russell 2000 Value ETF
IWN
$11.9B
$1.4M 1.48%
15,048
-152,194
CL icon
8
Colgate-Palmolive
CL
$63.5B
$323K 0.34%
4,573
+1,300
CHRW icon
9
C.H. Robinson
CHRW
$17.7B
$234K 0.25%
+3,158