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
$104M
AUM Growth
-$13.6M
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 79.99%
2 Healthcare 13.13%
3 Consumer Discretionary 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$65M 62.65%
13,522,552
2
$18M 17.34%
1,192,495
3
$13.6M 13.13%
1,226,646
4
$7.15M 6.88%
364,572