WC
| |
WESTON CAPITAL MANAGEMENT INC13F | |
| WESTON CAPITAL MANAGEMENT INC | |
| Last update 2014-08-29 | 37 Stocks (1 new) |
| Value $62.00 Mil | Turnover 7 % |
WESTON CAPITAL MANAGEMENT INC Top Holdings of 2013-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 158,972 | 5,947.0 | -0.93% | 9.560 | -0.09% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
SPY | S&P 500 ETF TRUST ETF | 29,830 | 5,509.0 | -0.74% | 8.860 | -0.06% | 0.000 | +18.80% | +8.86% | 654,366.5 | ||
BA | Boeing Co | 33,905 | 4,628.0 | -35.69% | 7.440 | -3.34% | 0.010 | +35.68% | +32.14% | 176,346.8 | Aerospace & Defense | |
CSCO | Cisco Systems Inc | 205,570 | 4,611.0 | -1.96% | 7.420 | -0.17% | 0.000 | +24.09% | +18.19% | 271,735.1 | Hardware | |
VEU | Vanguard FTSE All-World ex-US ETF | 88,750 | 4,502.0 | New Holding | 7.240 | +7.24% | 0.010 | +14.08% | +21.65% | 45,437.2 | ||
JNJ | Johnson & Johnson | 44,785 | 4,102.0 | -2.37% | 6.600 | -0.16% | 0.000 | +9.76% | +18.87% | 406,867.0 | Drug Manufacturers | |
KO | Coca-Cola Co | 75,565 | 3,122.0 | -2.53% | 5.020 | -0.14% | 0.000 | -4.98% | +12.70% | 297,683.1 | Beverages - Non-Alcoholic | |
GE | General Electric Co | 13,637 | 3,058.0 | -1.32% | 4.920 | -0.06% | 0.010 | +36.08% | +58.32% | 279,086.4 | Aerospace & Defense | |
PRF | Invesco FTSE RAFI US 1000 ETF | 163,500 | 2,712.0 | 0% | 4.360 | 0% | 0.090 | +13.77% | +8.53% | 7,987.2 | ||
MRK | Merck & Co Inc | 53,417 | 2,674.0 | 0% | 4.300 | 0% | 0.000 | +7.72% | -14.00% | 210,876.4 | Drug Manufacturers |
WESTON CAPITAL MANAGEMENT INC's Historical Top Holdings Breakdowns
WESTON CAPITAL MANAGEMENT INC Total Holding History ($B)
WESTON CAPITAL MANAGEMENT INC's Asset Allocation
WESTON CAPITAL MANAGEMENT INC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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WESTON CAPITAL MANAGEMENT INC's Hypothetical Growth since 2013-12-31
WESTON CAPITAL MANAGEMENT INC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
WESTON CAPITAL MANAGEMENT INC's Holdings Heat Map
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WESTON CAPITAL MANAGEMENT INC's Holdings Bubble Chart
WESTON CAPITAL MANAGEMENT INC News
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