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
$273M
AUM Growth
+$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1
+$72.5M
2
+$46.2M

Top Sells

1
+$9.84M
2
+$5.78M
3
+$4.3K

Sector Composition

1 Technology 59.31%
2 Consumer Discretionary 26.54%
3 Industrials 9.94%
4 Healthcare 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$72.5M 26.54%
+364,572
2
$60.3M 22.09%
13,522,552
-965
3
$55.5M 20.31%
7,413,805
4
$46.2M 16.92%
+1,192,495
5
$27.1M 9.94%
1,918,860
6
$11.5M 4.21%
1,926,646
7
– –
-124,603
8
– –
-8,982