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
176
$35K 0.01%
+900
177
$32.5K 0.01%
+170
178
$31.8K 0.01%
+128
179
$30.7K 0.01%
+351
180
$30.4K 0.01%
+1,472
181
$28.3K 0.01%
+2,471
182
$27.9K 0.01%
+238
183
$27.5K 0.01%
+670
184
$27.4K 0.01%
+496
185
$25.9K 0.01%
+200
186
$24.8K 0.01%
+744
187
$24.5K 0.01%
+237
188
$24.4K 0.01%
+323
189
$22.6K 0.01%
+224
190
$22.2K 0.01%
+288
191
$21.7K 0.01%
+327
192
$21.2K 0.01%
+411
193
$20.5K 0.01%
+400
194
$20.1K 0.01%
+660
195
$20K 0.01%
+624
196
$16.9K 0.01%
+200
197
$16.9K 0.01%
+139
198
$16.6K 0.01%
+331
199
$16.2K 0.01%
+139
200
$15.5K 0.01%
+138
6 7
8
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