WCM

Weik Capital Management Portfolio holdings

AUM $267M
1-Year Est. Return 19.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$219M
AUM Growth
+$4.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$735K
2 +$670K
3 +$523K
4
IBM icon
IBM
IBM
+$404K
5
CVX icon
Chevron
CVX
+$321K

Top Sells

1 +$568K
2 +$526K
3 +$441K
4
TRV icon
Travelers Companies
TRV
+$425K
5
MHK icon
Mohawk Industries
MHK
+$420K

Sector Composition

1 Financials 23.62%
2 Consumer Staples 13.12%
3 Technology 12.7%
4 Consumer Discretionary 11.81%
5 Communication Services 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-15,825
102
-9,615