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
$257M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$556K
2
+$531K
3
+$518K
4
AAPL icon
Apple
AAPL
+$364K
5
CRM icon
Salesforce
CRM
+$331K

Top Sells

1
+$454K
2
+$379K
3
+$209K
4
MA icon
Mastercard
MA
+$113K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$113K

Sector Composition

1 Financials 19.21%
2 Communication Services 15.28%
3 Consumer Discretionary 12.25%
4 Consumer Staples 12.21%
5 Technology 11.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.09M 0.42%
20,005
+2,685
52
$1.08M 0.42%
2,853
+140
53
$1.05M 0.41%
6,000
-25
54
$1.04M 0.41%
6,028
+100
55
$1.02M 0.4%
15,595
+230
56
$972K 0.38%
2,261
-195
57
$958K 0.37%
3,210
-100
58
$956K 0.37%
500
59
$943K 0.37%
2,485
-5
60
$935K 0.36%
7,390
61
$913K 0.36%
9,180
+250
62
$899K 0.35%
10,470
-125
63
$875K 0.34%
6,000
64
$860K 0.33%
15,340
+2,690
65
$848K 0.33%
8,095
66
$834K 0.32%
3,565
+135
67
$828K 0.32%
5,590
-125
68
$760K 0.3%
6,695
69
$710K 0.28%
8,700
70
$703K 0.27%
17,940
+1,800
71
$653K 0.25%
11,625
+3,330
72
$642K 0.25%
4,145
+685
73
$630K 0.25%
3,810
74
$605K 0.24%
27,829
+2,979
75
$603K 0.23%
23,925
+3,075
1 2
3
4 5