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
551
– –
-19,349
552
– –
-39,344
553
– –
-11,475
554
– –
-7,729
555
– –
-1,616
556
– –
-12,957
557
– –
-27,677
558
– –
-25,121
559
– –
-9,314
560
– –
-994
561
– –
-18,386
562
– –
-5,831
563
– –
-1,175
564
– –
-9,130
565
– –
-1,683
566
– –
-5,579
567
– –
-3,759
568
– –
-12,308
569
– –
-3,307
570
– –
-34,672
571
– –
-4,099
572
– –
-3,922
573
– –
-4,695
574
– –
-2,039
575
– –
-2,670
21 22
23
24 25