WCM

Wisconsin Capital Management Portfolio holdings

AUM $198M
1-Year Est. Return 31.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$2.61M
3
+$2.01M
4
NU icon
Nu Holdings
NU
+$807K
5
CRWV
CoreWeave Inc
CRWV
+$789K

Top Sells

1
+$3.85M
2
+$3.63M
3
+$784K
4
VSEC icon
VSE Corp
VSEC
+$748K
5
ARM icon
Arm
ARM
+$595K

Sector Composition

1 Technology 37.9%
2 Financials 19.03%
3 Consumer Discretionary 8.84%
4 Industrials 8.43%
5 Healthcare 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2M 1.11%
14,129
-33,346
27
$2M 1.11%
8,835
+510
28
$1.9M 1.05%
14,260
-250
29
$1.58M 0.88%
3,091
+509
30
$1.5M 0.83%
11,396
31
$1.4M 0.77%
+8,563
32
$1.23M 0.68%
120,000
33
$1.2M 0.66%
3,106
-3
34
$1.17M 0.65%
14,835
35
$1.11M 0.61%
44,000
36
$1.05M 0.58%
37,500
37
$1.03M 0.57%
5,820
38
$924K 0.51%
+67,356
39
$723K 0.4%
2,346
+510
40
$693K 0.38%
7,037
+2,037
41
$650K 0.36%
9,230
42
$451K 0.25%
7,240
+500
43
$433K 0.24%
1,232
44
$345K 0.19%
626
45
$319K 0.18%
3,500
46
$302K 0.17%
3,150
47
$289K 0.16%
1,435
48
$287K 0.16%
9,800
+1,500
49
$272K 0.15%
2,000
50
$219K 0.12%
+10,000
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