WC
| |
WESTON CAPITAL MANAGEMENT INC13F | |
| WESTON CAPITAL MANAGEMENT INC | |
| Last update 2014-08-29 | 37 Stocks (1 new) |
| Value $62.00 Mil | Turnover 7 % |
| Portfolio Report | |
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 $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 158,972 | 5947.000 | -0.93% | 9.560 | -0.09% | 0.000 | +0.17% | +9.22% | 3036851.402 | Software | |
SPY | S&P 500 ETF TRUST ETF | 29,830 | 5509.000 | -0.74% | 8.860 | -0.06% | 0.000 | +6.93% | +19.88% | 589344.293 | ||
BA | Boeing Co | 33,905 | 4628.000 | -35.69% | 7.440 | -3.34% | 0.010 | -8.76% | -40.51% | 115926.597 | Aerospace & Defense | |
CSCO | Cisco Systems Inc | 205,570 | 4611.000 | -1.96% | 7.420 | -0.17% | 0.000 | +20.57% | +14.11% | 222539.382 | Hardware | |
VEU | Vanguard FTSE All-World ex-US ETF | 88,750 | 4502.000 | New Holding | 7.240 | +7.24% | 0.010 | +4.55% | +7.61% | 39216.852 | ||
JNJ | Johnson & Johnson | 44,785 | 4102.000 | -2.37% | 6.600 | -0.16% | 0.000 | -2.86% | +3.32% | 380982.259 | Drug Manufacturers | |
KO | Coca-Cola Co | 75,565 | 3122.000 | -2.53% | 5.020 | -0.14% | 0.000 | -5.44% | +13.00% | 280480.672 | Beverages - Non-Alcoholic | |
GE | General Electric Co | 13,637 | 3058.000 | -1.32% | 4.920 | -0.06% | 0.010 | +7.32% | +69.58% | 185894.818 | Aerospace & Defense | |
PRF | Invesco FTSE RAFI US 1000 ETF | 163,500 | 2712.000 | 0% | 4.360 | 0% | 0.090 | +4.88% | +14.23% | 7310.580 | ||
MRK | Merck & Co Inc | 53,417 | 2674.000 | 0% | 4.300 | 0% | 0.000 | -10.98% | -4.77% | 258221.025 | Drug Manufacturers |
WESTON CAPITAL MANAGEMENT INC's Historical Top Holdings Breakdowns
WESTON CAPITAL MANAGEMENT INC Total Holding History ($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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