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
$200M
AUM Growth
-$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$179K
2 +$176K
3 +$165K
4
PNC icon
PNC Financial Services
PNC
+$128K
5
T icon
AT&T
T
+$111K

Top Sells

1 +$2.44M
2 +$688K
3 +$590K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$312K
5
IAC icon
IAC Inc
IAC
+$300K

Sector Composition

1 Financials 22.53%
2 Consumer Staples 13.36%
3 Consumer Discretionary 12.02%
4 Technology 11.8%
5 Communication Services 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-4,817
102
-16,000
103
-5,310