WCM

Wisconsin Capital Management Portfolio holdings

AUM $198M
1-Year Est. Return 31.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$5.52M
2
+$4.17M
3
+$2.74M
4
AMZN icon
Amazon
AMZN
+$890K
5
OLO
Olo Inc
OLO
+$718K

Top Sells

1
+$7.06M
2
+$2M
3
+$1.47M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$1.38M
5
MSFT icon
Microsoft
MSFT
+$1.28M

Sector Composition

1 Technology 41.73%
2 Financials 18.99%
3 Consumer Discretionary 9.45%
4 Healthcare 8.49%
5 Industrials 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$319K 0.13%
5,200
+850
52
$291K 0.12%
4,000
53
$281K 0.12%
492
54
$270K 0.11%
13,240
55
$258K 0.11%
1,215
56
$236K 0.1%
2,000
57
$212K 0.09%
1,782
58
– –
-367,500
59
– –
-27,583
60
– –
-60,000
1 2
3