WCM
Wedge Capital Management Portfolio holdings
AUM $5.16B
AUM
$5.16B
AUM Growth
-$390M (-7%)
Cap. Flow
+$400M
Cap. Flow % of AUM
7.74%
Top 10 Holdings %Top 10 Hldgs %
11.27%
Holding
548
New
40
Increased
224
Reduced
246
Closed
36
Top Buys
| 1 | $55.7M | |
| 2 | $55.6M | |
| 3 | $54.3M | |
| 4 | $54.1M | |
| 5 | $53.9M |
Top Sells
| 1 | $57.6M | |
| 2 | $38.2M | |
| 3 | $31.3M | |
| 4 | $31.2M | |
| 5 | $24.5M |
Sector Composition
| 1 | Technology | 25.04% |
| 2 | Financials | 16.2% |
| 3 | Consumer Discretionary | 14.07% |
| 4 | Healthcare | 13.95% |
| 5 | Industrials | 11.54% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $410K | 0.01% | 1,648 -32 | -2% | -$7.96K | |||
| $408K | 0.01% | 2,718 | New | +$408K | |||
| $401K | 0.01% | 2,871 +110 | +4% | +$15.4K | |||
| $401K | 0.01% | 4,469 +70 | +2% | +$6.28K | |||
| $374K | 0.01% | 116,502 +14,317 | +14% | +$46K | |||
| $357K | 0.01% | 3,622 +7 | +0.2% | +$691 | |||
| $331K | 0.01% | 3,922 -74 | -2% | -$6.25K | |||
| $329K | 0.01% | 859 +36 | +4% | +$13.8K | |||
| $326K | 0.01% | 2,463 -16 | -0.7% | -$2.12K | |||
| $326K | 0.01% | 2,121 -43 | -2% | -$6.61K | |||
| $306K | 0.01% | 10,812 +117 | +1% | +$3.31K | |||
| $302K | 0.01% | 917 +42 | +5% | +$13.9K | |||
| $301K | 0.01% | 8,147 +274 | +3% | +$10.1K | |||
| $299K | 0.01% | 65 +1 | +2% | +$4.61K | |||
| $298K | 0.01% | 587 +55 | +10% | +$27.9K | |||
| $289K | 0.01% | 1,073 +147 | +16% | +$39.6K | |||
| $285K | 0.01% | 3,912 -11 | -0.3% | -$801 | |||
| $280K | 0.01% | 2,302 +9 | +0.4% | +$1.1K | |||
| $275K | 0.01% | 501 -784 | -61% | -$430K | |||
| $269K | 0.01% | 1,271 +45 | +4% | +$9.53K | |||
| $264K | 0.01% | 2,260 +284 | +14% | +$33.1K | |||
| $257K | 0.01% | 691 -12 | -2% | -$4.47K | |||
| $257K | 0.01% | 2,446 -115 | -4% | -$12.1K | |||
| $256K | 0.01% | 3,273 | New | +$256K | |||
| $250K | 0% | 804 | – | – |
