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
976
– –
-18,689
977
– –
-30,496
978
– –
-219,226
979
– –
-8,745
980
– –
-40,414
981
– –
-13,178
982
– –
-7,956
983
– –
-9,582
984
– –
-16,130
985
– –
-5,907
986
– –
-22,489
987
– –
-13,500
988
– –
-20,226
989
– –
-15,835
990
– –
-13,161
991
– –
-8,400
992
– –
-3,249
993
– –
-23,263
994
– –
-12,581
995
– –
-4,882
996
– –
-12,648
997
– –
-27,061
998
– –
-12,297
999
– –
-29,225
1000
– –
-3,266
38 39
40
41 42