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
1026
– –
-6,289
1027
– –
-11,278
1028
– –
-25,933
1029
– –
-5,456
1030
– –
-6,628
1031
– –
-18,051
1032
– –
-15,089
1033
– –
-42,869
1034
– –
-16,175
1035
– –
-8,175
1036
– –
-17,653
1037
– –
-21,147
1038
– –
-11,297
1039
– –
-17,218
1040
– –
-41,965
1041
– –
-7,868
1042
– –
-14,711
1043
– –
-21,491
1044
– –
-16,766
1045
– –
-31,788
1046
– –
-42,329
1047
– –
-9,853
1048
– –
-35,854
1049
– –
-15,475
1050
– –
-15,490
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