WCM
Winthrop Capital Management Portfolio holdings
AUM
$396M
This Quarter Return
-0.81%
1 Year Return
+12.4%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$376M
AUM Growth
+$376M
(+79%)
Cap. Flow
+$167M
Cap. Flow
% of AUM
44.31%
Top 10 Holdings %
Top 10 Hldgs %
37.97%
Holding
340
New
187
Increased
59
Reduced
21
Closed
1
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$15.8M |
| 2 |
Eli Lilly
LLY
|
$13.8M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
$13.8M |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$10M |
| 5 |
iShares MBS ETF
MBB
|
$6.71M |
Top Sells
Sector Composition
| 1 | Technology | 5.78% |
| 2 | Healthcare | 5.46% |
| 3 | Financials | 2.54% |
| 4 | Consumer Staples | 2.11% |
| 5 | Consumer Discretionary | 2.05% |
