WCM

Westerly Capital Management Portfolio holdings

AUM $332M
1-Year Est. Return 33.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
-$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$6.75M
2 +$5.43M
3 +$4.48M
4
DOCU
DocuSign
DOCU
+$4.41M
5
DIS icon
Walt Disney
DIS
+$3.84M

Top Sells

1 +$6.68M
2 +$4.85M
3 +$4.71M
4
SNAP icon
Snap
SNAP
+$4.18M
5
AMZN icon
Amazon
AMZN
+$3.91M

Sector Composition

1 Technology 60.23%
2 Communication Services 16.58%
3 Industrials 9.61%
4 Materials 5.69%
5 Financials 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
0