WCM

Winthrop Capital Management Portfolio holdings

AUM $396M
1-Year Est. Return 12.4%
This Quarter Est. Return
1 Year Est. Return
+12.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$306M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$19.9M
3
+$13.4M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$11.6M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$10.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.17%
2 Financials 2.7%
3 Consumer Discretionary 2.3%
4 Consumer Staples 2.28%
5 Healthcare 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.01K ﹤0.01%
+200
227
$3.43K ﹤0.01%
+125
228
$3.26K ﹤0.01%
+79
229
$2.98K ﹤0.01%
+300
230
$2.81K ﹤0.01%
+72
231
$2.69K ﹤0.01%
+44
232
$2.35K ﹤0.01%
+100
233
$2.25K ﹤0.01%
+41
234
$2.17K ﹤0.01%
+13
235
$2.17K ﹤0.01%
+25
236
$1.99K ﹤0.01%
+16
237
$1.83K ﹤0.01%
+100
238
$1.69K ﹤0.01%
+100
239
$1.53K ﹤0.01%
+106
240
$1.53K ﹤0.01%
+13
241
$1.53K ﹤0.01%
+32
242
$1.52K ﹤0.01%
+10
243
$1.47K ﹤0.01%
+10
244
$1.4K ﹤0.01%
+4
245
$1.39K ﹤0.01%
+200
246
$1.28K ﹤0.01%
+5
247
$1.18K ﹤0.01%
+34
248
$1.15K ﹤0.01%
+6
249
$1.15K ﹤0.01%
+31
250
$1.12K ﹤0.01%
+8
7 8 9
10
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