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
$117M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Technology 88.91%
2 Consumer Discretionary 5.9%
3 Healthcare 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$84.9M 72.3%
13,522,552
2
$19.5M 16.61%
1,192,495
3
$6.93M 5.9%
364,572
4
$6.1M 5.19%
1,226,646