WCM
Wisconsin Capital Management Portfolio holdings
AUM
$196M
1-Year Est. Return
30.11%
This Fund
S&P 500
1 Year Est. Return
+30.11%
AUM
$196M
AUM Growth
+$14.9M
(+8.2%)
Holding
55
Top Buys
| 1 | +$2.28M | |
| 2 | +$2.16M | |
| 3 | +$2.09M | |
| 4 |
Advanced Micro Devices
AMD
|
+$1.78M |
| 5 |
Cellebrite
CLBT
|
+$1.65M |
Top Sells
| 1 | +$2.77M | |
| 2 | +$1.54M | |
| 3 | +$1.4M | |
| 4 |
Adobe
ADBE
|
+$1.2M |
| 5 |
Apple
AAPL
|
+$1.03M |
Sector Composition
| 1 | Technology | 39.08% |
| 2 | Financials | 17.51% |
| 3 | Consumer Discretionary | 9.34% |
| 4 | Industrials | 8.47% |
| 5 | Communication Services | 7.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
ANSS
51
DELISTED
Ansys
ANSS
| – | – |
-1,232
|
|
||
52
iShares 7-10 Year Treasury Bond ETF
IEF
$46B
| – | – |
-3,150
|
|
||
53
Tetra Tech
TTEK
$9.58B
| – | – |
-5,825
|
|
||
|
CRWV
54
CoreWeave Inc
CRWV
$49B
| – | – |
-8,563
|
|
||
55
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.09B
| – | – |
-9,800
|
|