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
$544M
AUM Growth
-$4.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,058
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$2.74M
3
+$2.73M
4
AMZN icon
Amazon
AMZN
+$2.72M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$2.7M

Top Sells

1
+$3.23M
2
+$3.04M
3
+$2.81M
4
CUZ icon
Cousins Properties
CUZ
+$2.7M
5
USNA icon
Usana Health Sciences
USNA
+$2.67M

Sector Composition

1 Consumer Discretionary 18.87%
2 Financials 12.98%
3 Technology 12.44%
4 Industrials 9.47%
5 Healthcare 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
– –
-8,022
1002
– –
-11,176
1003
– –
-17,565
1004
– –
-48,648
1005
– –
-11,706
1006
– –
-24,722
1007
– –
-46,306
1008
– –
-30,449
1009
– –
-31,398
1010
– –
-29,782
1011
– –
-34,287
1012
– –
-35,814
1013
– –
-16,380
1014
– –
-9,261
1015
– –
-4,102
1016
– –
-42,109
1017
– –
-13,313
1018
– –
-1,786
1019
– –
-47,885
1020
– –
-120,331
1021
– –
-9,926
1022
– –
-30,961
1023
– –
-29,107
1024
– –
-19,242
1025
– –
-18,598
39 40
41
42 43