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WCM
Weik Capital Management Portfolio holdings
AUM
$251M
1-Year Est. Return
12.95%
This Fund
S&P 500
1 Year Est. Return
+12.95%
AUM
$251M
AUM Growth
-$15.6M
(-5.9%)
Holding
94
Top Buys
| 1 | +$1.08M | |
| 2 | +$583K | |
| 3 | +$453K | |
| 4 |
Uber
UBER
|
+$385K |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$230K |
Top Sells
| 1 | +$861K | |
| 2 | +$772K | |
| 3 | +$705K | |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$651K |
| 5 |
AMRZ
Amrize Ltd
AMRZ
|
+$607K |
Sector Composition
| 1 | Financials | 26.54% |
| 2 | Consumer Discretionary | 13.45% |
| 3 | Communication Services | 12.87% |
| 4 | Technology | 11.71% |
| 5 | Consumer Staples | 11.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Procter & Gamble
PG
$353B
| $363K | 0.14% |
2,512
|
|
||
77
Lindsay Corp
LNN
$1.23B
| $357K | 0.14% |
3,000
|
|
||
78
Lamb Weston
LW
$6.14B
| $353K | 0.14% |
8,350
-485
|
|
||
79
Phillips 66
PSX
$65.9B
| $339K | 0.13% |
1,860
-25
|
|
||
80
Accenture
ACN
$79.4B
| $307K | 0.12% |
1,548
|
|
||
81
AT&T
T
$156B
| $306K | 0.12% |
10,550
-50
|
|
||
82
Allison Transmission
ALSN
$10B
| $293K | 0.12% |
2,500
|
|
||
83
Vanguard High Dividend Yield ETF
VYM
$78.7B
| $288K | 0.11% |
1,945
|
|
||
84
Charter Communications
CHTR
$15.9B
| $283K | 0.11% |
1,313
-55
|
|
||
85
J&J Snack Foods
JJSF
$1.4B
| $277K | 0.11% |
3,500
-1,500
|
|
||
86
Dorman Products
DORM
$3.74B
| $261K | 0.1% |
2,500
|
|
||
87
Mueller Industries
MLI
$15.4B
| $222K | 0.09% |
2,000
|
|
||
88
AAR Corp
AIR
$5.36B
| $219K | 0.09% |
+2,000
|
|
||
|
AMRZ
89
Amrize Ltd
AMRZ
$30.6B
| – | – |
-11,225
|
|
||
90
Adobe
ADBE
$76.5B
| – | – |
-1,389
|
|
||
91
BellRing Brands
BRBR
$1.07B
| – | – |
-7,500
|
|
||
|
JBTM
92
JBT Marel
JBTM
$6.87B
| – | – |
-1,500
|
|