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WCM

Weik Capital Management Portfolio holdings

AUM $251M
1-Year Est. Return 12.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$268M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$750K
2
+$570K
3
+$205K
4
SPHR icon
Sphere Entertainment
SPHR
+$189K
5
MLI icon
Mueller Industries
MLI
+$184K

Top Sells

1
+$306K
2
+$271K
3
+$253K
4
ISRG icon
Intuitive Surgical
ISRG
+$224K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$212K

Sector Composition

1 Financials 27.78%
2 Technology 13.83%
3 Consumer Discretionary 13.53%
4 Communication Services 11.21%
5 Consumer Staples 10.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.63M 0.98%
27,587
-420
27
$2.37M 0.89%
3,545
-170
28
$2.29M 0.85%
88,995
-2,160
29
$1.73M 0.64%
6,125
30
$1.7M 0.63%
14,805
-50
31
$1.69M 0.63%
8,420
-50
32
$1.68M 0.63%
6,000
33
$1.67M 0.62%
5,038
-100
34
$1.65M 0.62%
8,865
-703
35
$1.51M 0.56%
13,409
-20
36
$1.44M 0.54%
6,670
+45
37
$1.4M 0.52%
1,753
-10
38
$1.4M 0.52%
4,500
39
$1.36M 0.51%
4,470
-15
40
$1.34M 0.5%
21,395
+1,450
41
$1.32M 0.49%
8,470
-130
42
$1.27M 0.47%
1,729
+117
43
$1.27M 0.47%
9,130
44
$1.23M 0.46%
11,910
-50
45
$1.23M 0.46%
16,790
+185
46
$1.22M 0.46%
6,482
47
$1.19M 0.45%
2,200
48
$1.05M 0.39%
10,685
49
$1.01M 0.38%
8,600
50
$992K 0.37%
6,780
-50
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