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WCM

Winthrop Capital Management Portfolio holdings

AUM $389M
1-Year Est. Return 16.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$376M
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$14.8M
3
+$14.4M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$10.2M
5
MBB icon
iShares MBS ETF
MBB
+$6.8M

Top Sells

1
+$1.45M
2
+$804K
3
+$609K
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$443K
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$372K

Sector Composition

1 Technology 5.78%
2 Healthcare 5.46%
3 Financials 2.54%
4 Consumer Staples 2.11%
5 Consumer Discretionary 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1K ﹤0.01%
5
277
$1K ﹤0.01%
+5
278
$1K ﹤0.01%
6
279
$1K ﹤0.01%
30
280
$1K ﹤0.01%
+6
281
$1K ﹤0.01%
+5
282
$1K ﹤0.01%
+3
283
$1K ﹤0.01%
9
284
$1K ﹤0.01%
+16
285
$1K ﹤0.01%
+41
286
$1K ﹤0.01%
5
287
$1K ﹤0.01%
+38
288
$1K ﹤0.01%
+1
289
$1K ﹤0.01%
+13
290
$1K ﹤0.01%
+2
291
$1K ﹤0.01%
3
-1
292
$1K ﹤0.01%
+25
293
$1K ﹤0.01%
+1
294
$1K ﹤0.01%
+13
295
$1K ﹤0.01%
13
296
$1K ﹤0.01%
+5
297
$1K ﹤0.01%
+6
298
$1K ﹤0.01%
61
299
$1K ﹤0.01%
+8
300
$1K ﹤0.01%
+62
10 11
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