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

Top Buys

1 +$2.14M
2 +$1.44M
3 +$923K
4
VSEC icon
VSE Corp
VSEC
+$622K
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$450K

Top Sells

1 +$4.16M
2 +$3.06M
3 +$2.3M
4
MEG icon
Montrose Environmental
MEG
+$2.17M
5
TOST icon
Toast
TOST
+$791K

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