WCM
Weik Capital Management Portfolio holdings
AUM
$253M
This Quarter Return
+1.65%
1 Year Return
+18.58%
3 Year Return
+72.24%
5 Year Return
+129.26%
10 Year Return
+264.64%
AUM
$190M
AUM Growth
+$190M
(+0.91%)
Cap. Flow
-$1.87M
Cap. Flow
% of AUM
-0.99%
Top 10 Holdings %
Top 10 Hldgs %
37.28%
Holding
119
New
5
Increased
18
Reduced
53
Closed
3
Top Buys
| 1 |
AABA
Altaba Inc. Common Stock
AABA
|
$613K |
| 2 |
Kroger
KR
|
$389K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$275K |
| 4 |
Schwab International Equity ETF
SCHF
|
$261K |
| 5 |
Zimmer Biomet
ZBH
|
$216K |
Top Sells
| 1 |
TJX Companies
TJX
|
$538K |
| 2 |
YHOO
Yahoo Inc
YHOO
|
$522K |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
$509K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$285K |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
$280K |
Sector Composition
| 1 | Financials | 19.45% |
| 2 | Consumer Staples | 15.58% |
| 3 | Consumer Discretionary | 14.45% |
| 4 | Communication Services | 11.79% |
| 5 | Healthcare | 7.58% |
