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
$203M
AUM Growth
-$4.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$700K
2 +$658K
3 +$642K
4
PARA
Paramount Global Class B
PARA
+$537K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$369K

Top Sells

1 +$1.06M
2 +$1.01M
3 +$629K
4
WHR icon
Whirlpool
WHR
+$613K
5
TJX icon
TJX Companies
TJX
+$587K

Sector Composition

1 Financials 19.93%
2 Consumer Staples 15.57%
3 Consumer Discretionary 13.29%
4 Communication Services 11.91%
5 Technology 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-11,163
127
-11,375