WCM

Weld Capital Management Portfolio holdings

AUM $98.8M
1-Year Est. Return 52.93%
This Quarter Est. Return
1 Year Est. Return
+52.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$546M
AUM Growth
+$1.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,121
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$3.45M
3
+$3.45M
4
CRWD icon
CrowdStrike
CRWD
+$3.43M
5
EVRG icon
Evergy
EVRG
+$3.18M

Top Sells

1
+$3.37M
2
+$2.97M
3
+$2.81M
4
MA icon
Mastercard
MA
+$2.75M
5
META icon
Meta Platforms (Facebook)
META
+$2.75M

Sector Composition

1 Technology 17.92%
2 Financials 14.79%
3 Consumer Discretionary 14.76%
4 Industrials 10.53%
5 Real Estate 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$680K 0.12%
+45,591
277
$679K 0.12%
+85,584
278
$676K 0.12%
+20,189
279
$672K 0.12%
+35,309
280
$672K 0.12%
+6,032
281
$670K 0.12%
5,345
+547
282
$663K 0.12%
+16,944
283
$663K 0.12%
+15,224
284
$663K 0.12%
+20,634
285
$661K 0.12%
+22,028
286
$658K 0.12%
+8,444
287
$657K 0.12%
12,517
-11,625
288
$653K 0.12%
14,758
-8,344
289
$645K 0.12%
16,446
-29,282
290
$644K 0.12%
37,589
+23,428
291
$643K 0.12%
+19,942
292
$643K 0.12%
+23,228
293
$642K 0.12%
+38,193
294
$638K 0.12%
15,956
-4,103
295
$638K 0.12%
78,721
-140,140
296
$637K 0.12%
18,977
-33,380
297
$637K 0.12%
86,363
+70,880
298
$635K 0.12%
+8,220
299
$633K 0.12%
83,305
+26,070
300
$631K 0.12%
+10,468
10 11
12
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