WCM

Wisconsin Capital Management Portfolio holdings

AUM $181M
1-Year Est. Return 21.33%
This Quarter Est. Return
1 Year Est. Return
+21.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$188M
AUM Growth
+$1.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$1.83M
3
+$1.72M
4
WFC icon
Wells Fargo
WFC
+$1.46M
5
EXAS icon
Exact Sciences
EXAS
+$1.24M

Top Sells

1
+$4.17M
2
+$2.74M
3
+$1.8M
4
CGC
Canopy Growth
CGC
+$1.47M
5
SCHW icon
Charles Schwab
SCHW
+$992K

Sector Composition

1 Technology 30.12%
2 Financials 22.47%
3 Healthcare 11.63%
4 Consumer Discretionary 10.84%
5 Industrials 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.73M 1.98%
13,500
+400
27
$3.1M 1.65%
30,286
-950
28
$2.91M 1.55%
26,773
-7,450
29
$2.84M 1.51%
+5,150
30
$2.82M 1.5%
23,955
+2,250
31
$2.81M 1.49%
50,156
-2,140
32
$2.72M 1.45%
101,500
+15,000
33
$2.37M 1.26%
67,425
+1,950
34
$2.07M 1.1%
15,092
-1,835
35
$1.95M 1.03%
29,125
+3,700
36
$1.85M 0.98%
6,415
37
$1.71M 0.91%
8,208
+1,200
38
$1.66M 0.88%
26,020
+4,000
39
$1.6M 0.85%
26,340
-120
40
$1.58M 0.84%
12,310
-225
41
$1.48M 0.79%
10,000
42
$1.46M 0.78%
+28,940
43
$1.41M 0.75%
12,553
-295
44
$1.38M 0.73%
5,937
+655
45
$1.21M 0.64%
9,336
-6,679
46
$1.16M 0.62%
20,860
-100
47
$875K 0.47%
50,200
-9,200
48
$839K 0.45%
44,517
-3,000
49
$780K 0.41%
15,778
-36,500
50
$504K 0.27%
4,056
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