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
1026
– –
-31,057
1027
– –
-10,690
1028
– –
-5,490
1029
– –
-13,237
1030
– –
-184,972
1031
– –
-47,463
1032
– –
-6,463
1033
– –
-27,398
1034
– –
-8,793
1035
– –
-18,682
1036
– –
-7,526
1037
– –
-2,376
1038
– –
-2,821
1039
– –
-70,140
1040
– –
-50,978
1041
– –
-33,260
1042
– –
-10,908
1043
– –
-7,398
1044
– –
-16,960
1045
– –
-175,036
1046
– –
-42,566
1047
– –
-47,868
1048
– –
-10,910
1049
– –
-7,137
1050
– –
-53,442
40 41
42
43 44