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
726
$121K 0.02%
+23,616
727
$118K 0.02%
+12,146
728
$118K 0.02%
+11,063
729
$114K 0.02%
18,212
-6,154
730
$106K 0.02%
+10,646
731
$94K 0.02%
+12,191
732
$89K 0.02%
+11,515
733
$79K 0.01%
+15,376
734
$63K 0.01%
+10,051
735
$60K 0.01%
+13,281
736
$54K 0.01%
815
+5
737
$52K 0.01%
+1,191
738
– –
-4,105
739
– –
-26,468
740
– –
-46,979
741
– –
-46,116
742
– –
-40,612
743
– –
-22,028
744
– –
-16,710
745
– –
-31,494
746
– –
-39,356
747
– –
-11,381
748
– –
-27,964
749
– –
-56,384
750
– –
-52,713
28 29
30
31 32