WCM

Wisconsin Capital Management Portfolio holdings

AUM $198M
1-Year Est. Return 31.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$2.61M
3
+$2.01M
4
NU icon
Nu Holdings
NU
+$807K
5
CRWV
CoreWeave Inc
CRWV
+$789K

Top Sells

1
+$3.85M
2
+$3.63M
3
+$784K
4
VSEC icon
VSE Corp
VSEC
+$748K
5
ARM icon
Arm
ARM
+$595K

Sector Composition

1 Technology 37.9%
2 Financials 19.03%
3 Consumer Discretionary 8.84%
4 Industrials 8.43%
5 Healthcare 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$209K 0.12%
+5,825
52
– –
-5,569
53
– –
-10,000
54
– –
-1,258
55
– –
-55,469
1 2
3