WCM

Winthrop Capital Management Portfolio holdings

AUM $413M
1-Year Est. Return 12.38%
This Quarter Est. Return
1 Year Est. Return
+12.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$364M
AUM Growth
-$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.71M
3
+$1.23M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$448K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$415K

Top Sells

1
+$5.16M
2
+$3.19M
3
+$2.19M
4
GLTR icon
abrdn Physical Precious Metals Basket Shares ETF
GLTR
+$448K
5
BCI icon
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
+$447K

Sector Composition

1 Healthcare 5.84%
2 Technology 4.16%
3 Financials 2.42%
4 Consumer Staples 2.14%
5 Communication Services 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-20,441
12 13 14 15
16