WCM

Weld Capital Management Portfolio holdings

AUM $98.8M
1-Year Est. Return 52.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+52.83%
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
+$4.67M
2
+$4.27M
3
+$3.61M
4
COP icon
ConocoPhillips
COP
+$3.45M
5
LNT icon
Alliant Energy
LNT
+$3.28M

Top Sells

1
+$3.37M
2
+$2.97M
3
+$2.75M
4
META icon
Meta Platforms (Facebook)
META
+$2.75M
5
AZPN
ASPEN TECHNOLOGY INC
AZPN
+$2.72M

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
401
$469K 0.09%
7,471
-27,334
402
$467K 0.09%
5,845
+1,989
403
$466K 0.09%
1,858
-2,620
404
$464K 0.09%
29,556
+17,651
405
$462K 0.08%
8,256
-21,388
406
$460K 0.08%
15,632
+1,150
407
$459K 0.08%
+11,009
408
$458K 0.08%
22,358
+1,843
409
$456K 0.08%
+9,754
410
$454K 0.08%
+16,577
411
$454K 0.08%
+14,580
412
$452K 0.08%
38,071
+16,205
413
$451K 0.08%
40,639
+5,665
414
$450K 0.08%
+4,598
415
$449K 0.08%
+39,550
416
$448K 0.08%
15,446
-7,146
417
$447K 0.08%
2,926
-4,111
418
$446K 0.08%
+21,871
419
$446K 0.08%
27,186
+16,607
420
$445K 0.08%
25,775
-84,316
421
$445K 0.08%
+15,083
422
$445K 0.08%
73,481
+30,866
423
$443K 0.08%
1,630
+615
424
$443K 0.08%
+18,608
425
$442K 0.08%
+8,238
15 16
17
18 19