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
51
$560K 0.39%
+7,200
52
$557K 0.39%
+12,555
53
$540K 0.38%
+13,925
54
$517K 0.36%
+6,530
55
$501K 0.35%
+14,312
56
$497K 0.35%
+7,996
57
$477K 0.34%
+5,745
58
$463K 0.33%
+6,190
59
$441K 0.31%
+5,700
60
$440K 0.31%
+11,475
61
$435K 0.31%
+13,825
62
$428K 0.3%
+4,976
63
$422K 0.3%
+8,385
64
$410K 0.29%
+7,275
65
$401K 0.28%
+11,100
66
$395K 0.28%
+7,680
67
$393K 0.28%
+4,400
68
$392K 0.28%
+7,500
69
$385K 0.27%
+4,700
70
$383K 0.27%
+4,900
71
$383K 0.27%
+16,600
72
$368K 0.26%
+5,900
73
$367K 0.26%
+7,000
74
$353K 0.25%
+13,280
75
$347K 0.24%
+8,216
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