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
76
$326K 0.23%
+19,050
77
$309K 0.22%
+5,850
78
$308K 0.22%
+8,978
79
$304K 0.21%
+8,894
80
$301K 0.21%
+13,369
81
$301K 0.21%
+8,800
82
$294K 0.21%
+1,945
83
$285K 0.2%
+6,375
84
$277K 0.19%
+3,100
85
$276K 0.19%
+8,000
86
$274K 0.19%
+10,261
87
$272K 0.19%
+6,000
88
$270K 0.19%
+23,600
89
$269K 0.19%
+20,000
90
$260K 0.18%
+4,000
91
$255K 0.18%
+17,500
92
$249K 0.18%
+3,420
93
$234K 0.16%
+3,700
94
$229K 0.16%
+18,000
95
$226K 0.16%
+5,006
96
$225K 0.16%
+3,000
97
$224K 0.16%
+16,000
1 2 3
4