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WCM
W Capital Management Portfolio holdings
AUM
$104M
1-Year Est. Return
22.9%
This Fund
S&P 500
This Quarter
Est. Return
-19.17%
1 Year Est. Return
+22.9%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$233M
AUM Growth
–
Cap. Flow
+$256M
Cap. Flow
% of AUM
110.03%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
6
New
6
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Payoneer
PAYO
|
+$104M |
| 2 |
BTRS
BTRS Holdings Inc. Class 1 Common Stock
BTRS
|
+$64.2M |
| 3 |
LegalZoom.com
LZ
|
+$40.7M |
| 4 |
Weave Communications
WEAV
|
+$32.4M |
| 5 |
Blackbaud
BLKB
|
+$9.62M |
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
Payoneer
PAYO
$2.4B
| $99.4M | 42.65% |
+13,523,517
| New | +$104M |
|
|
BTRS
2
DELISTED
BTRS Holdings Inc. Class 1 Common Stock
BTRS
| $58M | 24.87% |
+7,413,805
| New | +$64.2M |
|
|
3
LegalZoom.com
LZ
$1.33B
| $30.8M | 13.23% |
+1,918,860
| New | +$40.7M |
|
|
4
Weave Communications
WEAV
$579M
| $29.2M | 12.55% |
+1,926,646
| New | +$32.4M |
|
|
5
Blackbaud
BLKB
$1.43B
| $9.84M | 4.22% |
+124,603
| New | +$9.62M |
|
6
Intuit
INTU
$79.3B
| $5.78M | 2.48% |
+8,982
| New | +$5.54M |
|
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