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
$544M
AUM Growth
-$4.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,058
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$2.74M
3
+$2.73M
4
AMZN icon
Amazon
AMZN
+$2.72M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$2.7M

Top Sells

1
+$3.23M
2
+$3.04M
3
+$2.81M
4
CUZ icon
Cousins Properties
CUZ
+$2.7M
5
USNA icon
Usana Health Sciences
USNA
+$2.67M

Sector Composition

1 Consumer Discretionary 18.87%
2 Financials 12.98%
3 Technology 12.44%
4 Industrials 9.47%
5 Healthcare 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$407K 0.07%
+39,356
452
$407K 0.07%
61,792
-2,789
453
$406K 0.07%
+56,795
454
$404K 0.07%
74,080
-74,868
455
$404K 0.07%
+14,175
456
$402K 0.07%
+17,554
457
$400K 0.07%
+4,377
458
$400K 0.07%
19,281
+9,946
459
$399K 0.07%
+23,502
460
$398K 0.07%
+15,516
461
$397K 0.07%
17,244
+7,741
462
$396K 0.07%
+11,359
463
$393K 0.07%
+14,468
464
$391K 0.07%
+26,384
465
$389K 0.07%
+11,870
466
$384K 0.07%
+9,582
467
$381K 0.07%
+34,400
468
$381K 0.07%
26,465
+6,633
469
$380K 0.07%
+8,745
470
$380K 0.07%
4,567
-12,792
471
$378K 0.07%
21,999
-20,713
472
$377K 0.07%
8,793
-11,979
473
$374K 0.07%
22,489
+4,042
474
$373K 0.07%
342
-485
475
$372K 0.07%
24,907
-9,020
17 18
19
20 21