WCWM

Wooster Corthell Wealth Management Portfolio holdings

AUM $540M
1-Year Est. Return 11.84%
This Quarter Est. Return
1 Year Est. Return
+11.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
+$8.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$862K
3
+$344K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$309K
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$209K

Top Sells

1
+$366K
2
+$295K
3
+$231K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$174K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$120K

Sector Composition

1 Industrials 2.59%
2 Energy 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$207K 0.14%
+5,234
1
2