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
501
$363K 0.07%
50,506
+19,286
502
$363K 0.07%
+12,882
503
$362K 0.07%
34,098
+13,797
504
$362K 0.07%
+6,537
505
$361K 0.07%
+11,776
506
$360K 0.07%
45,707
-136,619
507
$358K 0.07%
57,541
+21,942
508
$358K 0.07%
+8,418
509
$358K 0.07%
+3,588
510
$358K 0.07%
+48,225
511
$357K 0.07%
10,017
+2,641
512
$356K 0.07%
11,592
+3,696
513
$355K 0.07%
+12,420
514
$355K 0.07%
6,921
+2,531
515
$354K 0.06%
+8,821
516
$351K 0.06%
3,762
+769
517
$350K 0.06%
+11,944
518
$348K 0.06%
+11,469
519
$347K 0.06%
+12,540
520
$345K 0.06%
+2,567
521
$345K 0.06%
13,375
+3,579
522
$345K 0.06%
+3,807
523
$344K 0.06%
23,675
+12,304
524
$342K 0.06%
9,029
-18,041
525
$341K 0.06%
592
-796
19 20
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