WCM

W Capital Management Portfolio holdings

AUM $104M
1-Year Est. Return 22.9%
This Quarter Est. Return
1 Year Est. Return
+22.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$233M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$99.4M
2 +$58M
3 +$30.8M
4
WEAV icon
Weave Communications
WEAV
+$29.2M
5
BLKB icon
Blackbaud
BLKB
+$9.84M

Top Sells

No sells this quarter

Sector Composition

1 Technology 74.22%
2 Industrials 13.23%
3 Healthcare 12.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$99.4M 42.65%
+13,523,517
2
$58M 24.87%
+7,413,805
3
$30.8M 13.23%
+1,918,860
4
$29.2M 12.55%
+1,926,646
5
$9.84M 4.22%
+124,603
6
$5.78M 2.48%
+8,982