WM

WCG Management Portfolio holdings

AUM $82.8M
1-Year Est. Return 6.37%
This Quarter Est. Return
1 Year Est. Return
-6.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$215M
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$24.2M
2 +$21.1M
3 +$17.2M
4
ADSK icon
Autodesk
ADSK
+$16.6M
5
CF icon
CF Industries
CF
+$14.4M

Top Sells

1 +$9.26M
2 +$7.38M
3 +$5.66M
4
ETN icon
Eaton
ETN
+$5.16M
5
ICE icon
Intercontinental Exchange
ICE
+$4.99M

Sector Composition

1 Industrials 29.41%
2 Consumer Discretionary 22.09%
3 Energy 10.65%
4 Technology 10.04%
5 Materials 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-81,000