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
$106M
AUM Growth
-$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$582K

Sector Composition

1 Technology 86.47%
2 Consumer Discretionary 8.21%
3 Healthcare 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$74M 70%
13,522,552
2
$17.4M 16.47%
1,192,495
3
$8.68M 8.21%
364,572
4
$5.62M 5.32%
1,226,646
-127,095