WCM

Wesley Capital Management Portfolio holdings

AUM $86M
1-Year Est. Return 10.39%
This Quarter Est. Return
1 Year Est. Return
-10.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$9.85M
3
+$7.91M
4
CLNY
Colony Capital, Inc.
CLNY
+$7.44M
5
AVB icon
AvalonBay Communities
AVB
+$2.69M

Top Sells

1
+$5.84M
2
+$1.82M
3
+$1.56M
4
ARPI
AMERICAN RESIDENTIAL PPTYS INC COM
ARPI
+$1.41M
5
ALX
Alexander's
ALX
+$893K

Sector Composition

1 Real Estate 82.7%
2 Financials 1.69%
3 Healthcare 1.21%
4 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-23,000
27
– –
-22,500
28
– –
-81,673
1
2