WCM
Winthrop Capital Management Portfolio holdings
AUM
$396M
This Quarter Return
+6.32%
1 Year Return
+12.4%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$210M
AUM Growth
+$210M
(+4.9%)
Cap. Flow
-$1.77M
Cap. Flow
% of AUM
-0.84%
Top 10 Holdings %
Top 10 Hldgs %
59.13%
Holding
183
New
19
Increased
32
Reduced
40
Closed
26
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$1.43M |
| 2 |
Procter & Gamble
PG
|
$1.14M |
| 3 |
Thermo Fisher Scientific
TMO
|
$1.07M |
| 4 |
Walt Disney
DIS
|
$1.01M |
| 5 |
Vanguard Small-Cap ETF
VB
|
$858K |
Top Sells
| 1 |
NVIDIA
NVDA
|
$4.89M |
| 2 |
Johnson & Johnson
JNJ
|
$1.36M |
| 3 |
Wells Fargo
WFC
|
$1.04M |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
$520K |
| 5 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$500K |
Sector Composition
| 1 | Technology | 3.34% |
| 2 | Utilities | 3.15% |
| 3 | Communication Services | 2.62% |
| 4 | Financials | 2.47% |
| 5 | Healthcare | 2.22% |
