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
826
– –
-8,322
827
– –
-31,765
828
– –
-29,987
829
– –
-16,118
830
– –
-4,301
831
– –
-19,281
832
– –
-26,090
833
– –
-4,779
834
– –
-13,000
835
– –
-5,965
836
– –
-23,279
837
– –
-7,990
838
– –
-26,465
839
– –
-43,025
840
– –
-7,712
841
– –
-18,275
842
– –
-7,476
843
– –
-50,396
844
– –
-14,476
845
– –
-17,712
846
– –
-9,983
847
– –
-10,395
848
– –
-48,618
849
– –
-51,357
850
– –
-19,890
32 33
34
35 36