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
$546M
AUM Growth
+$1.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,121
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$4.27M
3
+$3.61M
4
COP icon
ConocoPhillips
COP
+$3.45M
5
LNT icon
Alliant Energy
LNT
+$3.28M

Top Sells

1
+$3.37M
2
+$2.97M
3
+$2.75M
4
META icon
Meta Platforms (Facebook)
META
+$2.75M
5
AZPN
ASPEN TECHNOLOGY INC
AZPN
+$2.72M

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
676
$217K 0.04%
49,576
-18,929
677
$216K 0.04%
+21,150
678
$216K 0.04%
+9,332
679
$215K 0.04%
6,151
-11,755
680
$214K 0.04%
+7,016
681
$214K 0.04%
+2,838
682
$214K 0.04%
3,464
+2,947
683
$214K 0.04%
+1,834
684
$212K 0.04%
4,195
-7,909
685
$212K 0.04%
+1,370
686
$209K 0.04%
+11,058
687
$209K 0.04%
12,590
+537
688
$209K 0.04%
6,671
-2,554
689
$207K 0.04%
+1,283
690
$206K 0.04%
9,407
-19,889
691
$205K 0.04%
+3,825
692
$205K 0.04%
+6,158
693
$205K 0.04%
+1,934
694
$204K 0.04%
7,105
-6,395
695
$204K 0.04%
+12,890
696
$204K 0.04%
+6,153
697
$203K 0.04%
3,084
-12,030
698
$202K 0.04%
+10,747
699
$201K 0.04%
+10,613
700
$201K 0.04%
12,950
-3,942
26 27
28
29 30