WCM

Wesley Capital Management Portfolio holdings

AUM $86M
1-Year Est. Return 10.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-10.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$8.3M
2
+$5.37M
3
+$3.24M
4
AMT icon
American Tower
AMT
+$2.77M
5
AVB icon
AvalonBay Communities
AVB
+$1.95M

Top Sells

1
+$8.06M
2
+$4.96M
3
+$3.5M
4
BKD icon
Brookdale Senior Living
BKD
+$1.65M
5
SBRA icon
Sabra Healthcare REIT
SBRA
+$1.37M

Sector Composition

1 Real Estate 88.78%
2 Financials 0.94%
3 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$440K 0.34%
+5,700
27
– –
-50,589
28
– –
-17,462
29
– –
-45,000
30
– –
-22,333
31
– –
-32,500
32
– –
-45,000
33
– –
-12,550
1
2