WCM
Wisconsin Capital Management Portfolio holdings
AUM
$181M
1-Year Est. Return
21.33%
1 Year Est. Return
+21.33%
AUM
$181M
AUM Growth
+$24.1M
(+15%)
Holding
55
Top Buys
| 1 | +$5.47M | |
| 2 | +$3M | |
| 3 | +$2.94M | |
| 4 |
CRWV
CoreWeave Inc
CRWV
|
+$1.4M |
| 5 |
Nu Holdings
NU
|
+$924K |
Top Sells
| 1 | +$4.73M | |
| 2 | +$3.85M | |
| 3 | +$786K | |
| 4 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$785K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
51
Tetra Tech
TTEK
$8.56B
| $209K | 0.12% |
+5,825
|
|
||
|
52
Arm
ARM
$183B
| – | – |
-5,569
|
|
||
53
Grid Dynamics Holdings
GDYN
$696M
| – | – |
-10,000
|
|
||
54
Johnson & Johnson
JNJ
$450B
| – | – |
-1,258
|
|
||
55
Novo Nordisk
NVO
$231B
| – | – |
-55,469
|
|