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
651
– –
-49,987
652
– –
-6,926
653
– –
-11,738
654
– –
-12,360
655
– –
-29,213
656
– –
-9,136
657
– –
-17,375
658
– –
-28,160
659
– –
-19,534
660
– –
-1,972
661
– –
-1,279
662
– –
-4,590
663
– –
-20,608
664
– –
-21,069
665
– –
-5,103
666
– –
-11,237
667
– –
-11,624
668
– –
-60,332
669
– –
-2,501
670
– –
-8,272
671
– –
-7,369
672
– –
-14,233
673
– –
-11,560
674
– –
-9,485
675
– –
-3,822
25 26
27
28 29