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
$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
751
– –
-52,713
752
– –
-36,165
753
– –
-3,517
754
– –
-35,215
755
– –
-100,312
756
– –
-9,671
757
– –
-67,619
758
– –
-7,334
759
– –
-13,995
760
– –
-14,327
761
– –
-48,089
762
– –
-84,039
763
– –
-39,890
764
– –
-11,546
765
– –
-21,922
766
– –
-18,523
767
– –
-12,778
768
– –
-29,632
769
– –
-12,385
770
– –
-31,598
771
– –
-25,642
772
– –
-21,060
773
– –
-38,319
774
– –
-100,605
775
– –
-32,514
29 30
31
32 33