WIM

Wilen Investment Management Portfolio holdings

AUM $98.1M
1-Year Est. Return 2.08%
This Quarter Est. Return
1 Year Est. Return
+2.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$166M
AUM Growth
-$773K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$627K
2
+$558K
3
+$473K
4
JOUT icon
Johnson Outdoors
JOUT
+$255K
5
BLDR icon
Builders FirstSource
BLDR
+$150K

Top Sells

1
+$1.88M
2
+$1.14M
3
+$571K
4
LHX icon
L3Harris
LHX
+$543K
5
STS
Supreme Industries Inc Class A
STS
+$506K

Sector Composition

1 Industrials 32.72%
2 Consumer Discretionary 30.57%
3 Materials 11.12%
4 Energy 8.58%
5 Technology 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$255K 0.15%
+5,359
52
$248K 0.15%
8,607
-300
53
$201K 0.12%
5,036
54
$174K 0.11%
12,440
+360
55
$152K 0.09%
13,200
-1,300
56
$150K 0.09%
+10,000
57
$132K 0.08%
10,571
+1,800
58
$109K 0.07%
33,421
-800
59
$93K 0.06%
14,300
-500
60
$79K 0.05%
31,561
61
$34K 0.02%
2,267
62
$20K 0.01%
13,294
-75,831
63
– –
-18,082
64
– –
-27,220
1 2
3