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
$166M
AUM Growth
+$1.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1 +$4.33M
2 +$1.3M
3 +$433K
4
LBRDK icon
Liberty Broadband Class C
LBRDK
+$430K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$389K

Top Sells

1 +$4.49M
2 +$1.32M
3 +$858K
4
DISH
DISH Network Corp.
DISH
+$719K
5
MSGS icon
Madison Square Garden
MSGS
+$631K

Sector Composition

1 Financials 19.55%
2 Consumer Discretionary 16.5%
3 Consumer Staples 16.46%
4 Communication Services 10.95%
5 Healthcare 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-5,895
102
-3,292
103
-4,250
104
-3,700
105
-78,452