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
$519M
AUM Growth
-$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,086
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$3.15M
3
+$3.1M
4
DAL icon
Delta Air Lines
DAL
+$3.1M
5
ALRM icon
Alarm.com
ALRM
+$3.08M

Top Sells

1
+$3.45M
2
+$3.45M
3
+$3.45M
4
CRWD icon
CrowdStrike
CRWD
+$3.43M
5
NXPI icon
NXP Semiconductors
NXPI
+$3.12M

Sector Composition

1 Technology 18.01%
2 Consumer Discretionary 14.82%
3 Financials 13.62%
4 Industrials 12.07%
5 Healthcare 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
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1052
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1053
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1054
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-7,739
1055
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1056
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-12,680
1057
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1058
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1059
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-9,737
1060
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1061
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-32,345
1062
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1063
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-13,291
1064
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-36,994
1065
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1066
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1067
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1068
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1069
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-9,395
1070
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-71,910
1071
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1072
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1073
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1074
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-12,059
1075
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-1,370
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