WCM

Weld Capital Management Portfolio holdings

AUM $98.8M
1-Year Est. Return 52.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+52.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254M
AUM Growth
-$1.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
729
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$2.46M
3
+$2.12M
4
TPH icon
Tri Pointe Homes
TPH
+$2.06M
5
TSLA icon
Tesla
TSLA
+$1.87M

Top Sells

1
+$2.66M
2
+$2.45M
3
+$1.97M
4
PCRX icon
Pacira BioSciences
PCRX
+$1.97M
5
CRI icon
Carter's
CRI
+$1.95M

Sector Composition

1 Consumer Discretionary 23.49%
2 Healthcare 12.55%
3 Industrials 12%
4 Financials 10.98%
5 Technology 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
– –
-2,416
477
– –
-5,351
478
– –
-14,670
479
– –
-7,482
480
– –
-22,955
481
– –
-22,137
482
– –
-15,885
483
– –
-1,832
484
– –
-5,902
485
– –
-4,855
486
– –
-9,900
487
– –
-8,194
488
– –
-18,879
489
– –
-10,079
490
– –
-15,268
491
– –
-3,632
492
– –
-22,542
493
– –
-7,819
494
– –
-8,192
495
– –
-2,944
496
– –
-6,156
497
– –
-76,978
498
– –
-6,637
499
– –
-15,627
500
– –
-2,863
18 19
20
21 22