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
$243M
AUM Growth
-$639K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$5.39M
2
+$2.43M
3
+$2.18M
4
CHWY icon
Chewy
CHWY
+$2.1M
5
WEX icon
WEX
WEX
+$1.66M

Top Sells

1
+$7.6M
2
+$4.28M
3
+$3.62M
4
OLO
Olo Inc
OLO
+$2.31M
5
XYZ
Block Inc
XYZ
+$2.12M

Sector Composition

1 Technology 40.41%
2 Financials 19.18%
3 Consumer Discretionary 11.84%
4 Healthcare 7.79%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.73M 1.12%
15,685
27
$2.66M 1.09%
6,634
-1,135
28
$2.66M 1.09%
30,926
+120
29
$2.43M 1%
+321,200
30
$2.16M 0.89%
35,500
+15,500
31
$2.08M 0.85%
14,360
-920
32
$1.93M 0.79%
38,847
33
$1.75M 0.72%
18,775
34
$1.64M 0.67%
64,000
35
$1.62M 0.67%
6,058
-1,349
36
$1.62M 0.67%
3,009
-919
37
$1.5M 0.62%
49,250
-15,000
38
$1.47M 0.6%
85,500
+65,500
39
$1.29M 0.53%
48,000
40
$1.08M 0.45%
12,450
-3,850
41
$985K 0.41%
9,850
-15,096
42
$847K 0.35%
2,500
+250
43
$565K 0.23%
3,500
-13,128
44
$449K 0.18%
5,739
-2,300
45
$405K 0.17%
19,440
-110,699
46
$389K 0.16%
5,000
-7,701
47
$338K 0.14%
3,263
48
$336K 0.14%
4,000
49
$328K 0.13%
492
50
$326K 0.13%
3,975
-1,000
1
2
3