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
$208M
AUM Growth
-$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1 +$616K
2 +$506K
3 +$399K
4
TMUS icon
T-Mobile US
TMUS
+$346K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$321K

Top Sells

1 +$508K
2 +$461K
3 +$444K
4
TJX icon
TJX Companies
TJX
+$400K
5
DISH
DISH Network Corp.
DISH
+$391K

Sector Composition

1 Financials 20.47%
2 Consumer Staples 15.75%
3 Consumer Discretionary 13.03%
4 Communication Services 11.53%
5 Technology 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-10,723
127
-6,450
128
-4,340
129
-1,400
130
-8,180
131
-15,000