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
$163M
AUM Growth
-$537K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1 +$1.01M
2 +$337K
3 +$328K
4
UL icon
Unilever
UL
+$262K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$223K

Top Sells

1 +$666K
2 +$297K
3 +$249K
4
PETM
PETSMART INC
PETM
+$221K
5
KN icon
Knowles
KN
+$215K

Sector Composition

1 Financials 20.65%
2 Consumer Staples 16.03%
3 Consumer Discretionary 15.08%
4 Healthcare 9.78%
5 Technology 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$210K 0.13%
497
102
$207K 0.13%
18,400
103
$207K 0.13%
2,420
104
$157K 0.1%
11,500
+1,500
105
-5,777
106
-27,441
107
-7,000
108
-7,680
109
-16,500
110
-3,700