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WCM

WealthTrak Capital Management Portfolio holdings

AUM $140M
1-Year Est. Return 17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
+$3.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,094
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.22%
2 Financials 0.93%
3 Industrials 0.79%
4 Consumer Discretionary 0.67%
5 Communication Services 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1076
-10
1077
-15
1078
-5
1079
-10
1080
-5
1081
-10
1082
-25
1083
-5
1084
-5
1085
-20
1086
-10
1087
-1
1088
-5
1089
-5
1090
-110
1091
-1
1092
-5
1093
-2
1094
-1