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
$214M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$585K
2 +$311K
3 +$286K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$256K
5
AAP icon
Advance Auto Parts
AAP
+$249K

Top Sells

1 +$956K
2 +$703K
3 +$527K
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$382K
5
CTAS icon
Cintas
CTAS
+$343K

Sector Composition

1 Financials 24.05%
2 Consumer Staples 13.23%
3 Consumer Discretionary 12.52%
4 Technology 11.24%
5 Communication Services 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-5,500
102
-12,812
103
-7,250