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
$178M
AUM Growth
-$95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$411K

Sector Composition

1 Technology 66.14%
2 Consumer Discretionary 18.96%
3 Industrials 11.61%
4 Healthcare 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$53M 29.77%
13,522,552
2
$36.9M 20.74%
7,413,805
3
$33.8M 18.96%
364,572
4
$27.8M 15.63%
1,192,495
5
$20.7M 11.61%
1,881,484
-37,376
6
$5.86M 3.29%
1,926,646