WCWM
Wooster Corthell Wealth Management Portfolio holdings
AUM
$540M
This Quarter Return
+0.85%
1 Year Return
+11.84%
3 Year Return
+39.1%
5 Year Return
+50.51%
10 Year Return
+98.73%
AUM
$190M
AUM Growth
+$190M
(+1.3%)
Cap. Flow
+$1.15M
Cap. Flow
% of AUM
0.6%
Top 10 Holdings %
Top 10 Hldgs %
86.49%
Holding
35
New
–
Increased
14
Reduced
12
Closed
2
Top Buys
| 1 |
Schwab International Equity ETF
SCHF
|
$772K |
| 2 |
Vanguard Mega Cap 300 Index ETF
MGC
|
$501K |
| 3 |
Schwab Emerging Markets Equity ETF
SCHE
|
$291K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$208K |
| 5 |
Vanguard Small-Cap ETF
VB
|
$89.1K |
Top Sells
| 1 |
3M
MMM
|
$296K |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$210K |
| 3 |
Johnson & Johnson
JNJ
|
$138K |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
$98K |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$86.2K |
Sector Composition
| 1 | Industrials | 2.68% |
| 2 | Energy | 0.22% |
| 3 | Healthcare | 0.13% |
| 4 | Consumer Staples | 0.11% |
| 5 | Financials | 0% |
