WMG

WESCAP Management Group Portfolio holdings

AUM $439M
1-Year Est. Return 10.78%
This Quarter Est. Return
1 Year Est. Return
+10.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$207M
AUM Growth
-$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 5.2%
2 Consumer Discretionary 3.91%
3 Technology 2.13%
4 Financials 1.98%
5 Healthcare 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-227,783
77
-28,899
78
-168,983
79
-275
80
-102,792
81
-87,214