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
$184M
AUM Growth
-$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$743K
2 +$604K
3 +$434K
4
UNH icon
UnitedHealth
UNH
+$414K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$340K

Top Sells

1 +$776K
2 +$747K
3 +$581K
4
NFLX icon
Netflix
NFLX
+$505K
5
BLK icon
Blackrock
BLK
+$494K

Sector Composition

1 Financials 20.99%
2 Consumer Staples 14.25%
3 Communication Services 12.08%
4 Consumer Discretionary 11.38%
5 Technology 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,900