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
$190M
AUM Growth
-$6.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.41M
3
+$821K
4
VSEC icon
VSE Corp
VSEC
+$655K
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$449K

Top Sells

1
+$4.16M
2
+$3.06M
3
+$2.17M
4
MELI icon
Mercado Libre
MELI
+$2.11M
5
TOST icon
Toast
TOST
+$708K

Sector Composition

1 Technology 41.68%
2 Healthcare 13.38%
3 Financials 12.86%
4 Consumer Discretionary 6.85%
5 Industrials 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-88,083
52
– –
-11,497
1 2
3