WCM

Weik Capital Management Portfolio holdings

AUM $253M
1-Year Est. Return 18.58%
This Quarter Est. Return
1 Year Est. Return
+18.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$9.82M
2
+$8.18M
3
+$5.27M
4
MSFT icon
Microsoft
MSFT
+$4.45M
5
WMT icon
Walmart
WMT
+$4.35M

Top Sells

No sells this quarter

Sector Composition

1 Financials 20.45%
2 Consumer Staples 17.21%
3 Consumer Discretionary 15.65%
4 Healthcare 8.84%
5 Technology 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.69M 1.19%
+71,915
27
$1.57M 1.1%
+8,593
28
$1.52M 1.07%
+15,412
29
$1.5M 1.05%
+52,550
30
$1.49M 1.04%
+19,295
31
$1.36M 0.96%
+15,055
32
$1.36M 0.95%
+24,766
33
$1.32M 0.93%
+20,192
34
$1.32M 0.92%
+19,980
35
$1.25M 0.88%
+11,236
36
$1.24M 0.87%
+19,655
37
$1.19M 0.84%
+26,895
38
$1.13M 0.8%
+67,341
39
$975K 0.69%
+17,448
40
$914K 0.64%
+17,615
41
$893K 0.63%
+78,460
42
$820K 0.58%
+37,223
43
$774K 0.54%
+6,765
44
$738K 0.52%
+16,500
45
$635K 0.45%
+1,820
46
$629K 0.44%
+7,850
47
$610K 0.43%
+12,400
48
$604K 0.42%
+10,000
49
$593K 0.42%
+5,985
50
$588K 0.41%
+10,616
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