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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
$217M
AUM Growth
-$89.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$440K
3
+$252K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$160K
5
SPHY icon
State Street SPDR Portfolio High Yield Bond ETF
SPHY
+$142K

Top Sells

1
+$13.4M
2
+$11.6M
3
+$10.8M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$6.7M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.49M

Sector Composition

1 Healthcare 8.45%
2 Technology 2.59%
3 Financials 2.49%
4 Utilities 2.28%
5 Communication Services 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1K ﹤0.01%
+43
152
$1K ﹤0.01%
+4
153
$1K ﹤0.01%
2
154
$1K ﹤0.01%
+30
155
$1K ﹤0.01%
200
156
$1K ﹤0.01%
+19
157
$1K ﹤0.01%
+10
158
$1K ﹤0.01%
41
159
$1K ﹤0.01%
+6
160
$1K ﹤0.01%
4
161
$1K ﹤0.01%
13
+5
162
$1K ﹤0.01%
+5
163
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164
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-8
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166
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167
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-17,674
168
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-238
169
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170
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171
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172
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-4,655
173
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174
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-624
175
– –
-36
5 6
7
8 9