WCM
Weik Capital Management Portfolio holdings
AUM
$253M
1-Year Est. Return
18.58%
1 Year Est. Return
+18.58%
AUM
$173M
AUM Growth
+$493K
(+0.29%)
Holding
109
Top Buys
| 1 | +$1.77M | |
| 2 | +$434K | |
| 3 | +$270K | |
| 4 |
PCP
PRECISION CASTPARTS CORP
PCP
|
+$255K |
| 5 |
IBM
IBM
|
+$120K |
Top Sells
| 1 | +$1.16M | |
| 2 | +$969K | |
| 3 | +$421K | |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$228K |
| 5 |
Apple
AAPL
|
+$157K |
Sector Composition
| 1 | Financials | 20.1% |
| 2 | Consumer Discretionary | 16.5% |
| 3 | Consumer Staples | 15.37% |
| 4 | Healthcare | 10.89% |
| 5 | Communication Services | 7.22% |