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
$217M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$4.57M
3
+$2.36M
4
AMD icon
Advanced Micro Devices
AMD
+$1.89M
5
DOMO icon
Domo
DOMO
+$1.11M

Top Sells

1
+$3.02M
2
+$2.99M
3
+$1.87M
4
NVDA icon
NVIDIA
NVDA
+$1.72M
5
ENB icon
Enbridge
ENB
+$1.24M

Sector Composition

1 Technology 42.83%
2 Financials 19.53%
3 Consumer Discretionary 11.76%
4 Healthcare 8.6%
5 Consumer Staples 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.38M 2.02%
13,387
+2,775
27
$3.05M 1.41%
12,150
-385
28
$2.91M 1.34%
94,900
-2,000
29
$2.69M 1.24%
26,350
-7,920
30
$2.43M 1.12%
6,845
31
$2.31M 1.07%
40,142
-52,526
32
$1.91M 0.88%
36,051
+15,950
33
$1.89M 0.87%
+23,000
34
$1.79M 0.83%
12,054
35
$1.59M 0.73%
14,200
+4,700
36
$1.34M 0.62%
20,500
37
$1.11M 0.51%
+29,000
38
$1.05M 0.49%
14,360
-2,000
39
$956K 0.44%
56,000
40
$721K 0.33%
39,000
41
$461K 0.21%
15,775
-42,350
42
$428K 0.2%
5,225
-500
43
$332K 0.15%
4,192
44
$307K 0.14%
2,950
-9,823
45
$285K 0.13%
13,240
46
$222K 0.1%
+6,377
47
$218K 0.1%
+2,000
48
$217K 0.1%
+492
49
$201K 0.09%
+2,465
50
– –
-161,000
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