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
51
$316K 0.13%
5,200
52
$300K 0.12%
1,937
53
$281K 0.12%
2,000
54
$253K 0.1%
1,215
55
$202K 0.08%
1,782
56
– –
-22,017
57
– –
-70,000
58
– –
-13,240
59
– –
-19,535
1 2
3