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
$129M
AUM Growth
-$2.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$407K
3
+$297K
4
ALNT icon
Allient
ALNT
+$203K
5
EGY icon
Vaalco Energy
EGY
+$135K

Top Sells

1
+$729K
2
+$627K
3
+$554K
4
GT icon
Goodyear
GT
+$391K
5
HUN icon
Huntsman Corp
HUN
+$256K

Sector Composition

1 Industrials 39%
2 Consumer Discretionary 21.91%
3 Energy 13.68%
4 Materials 12.76%
5 Communication Services 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$245K 0.19%
8,758
-1,000
52
$232K 0.18%
9,101
-1,300
53
$229K 0.18%
13,450
-1,950
54
$218K 0.17%
39,548
-2,400
55
$206K 0.16%
8,094
-500
56
$203K 0.16%
+8,250
57
$181K 0.14%
10,350
-1,800
58
$181K 0.14%
11,300
-700
59
$150K 0.12%
14,243
-1,097
60
$62K 0.05%
17,618
-2,803
61
$25K 0.02%
22,761
1 2
3