WCM
Wisconsin Capital Management Portfolio holdings
AUM
$181M
1-Year Return
21.33%
This Quarter Return
+11.39%
1 Year Return
+21.33%
3 Year Return
+144.91%
5 Year Return
+199.87%
10 Year Return
–
AUM
$254M
AUM Growth
+$19.3M
(+8.2%)
Cap. Flow
-$6.11M
Cap. Flow
% of AUM
-2.41%
Top 10 Holdings %
Top 10 Hldgs %
25.54%
Holding
109
New
9
Increased
25
Reduced
51
Closed
4
Top Buys
| 1 |
Diageo
DEO
|
$3.59M |
| 2 |
Las Vegas Sands
LVS
|
$3.31M |
| 3 |
Ford
F
|
$2.4M |
| 4 |
Alerian MLP ETF
AMLP
|
$1.79M |
| 5 |
Cisco
CSCO
|
$1.44M |
Top Sells
| 1 |
SPDR S&P Homebuilders ETF
XHB
|
$2.76M |
| 2 |
McDonald's
MCD
|
$2.57M |
| 3 |
Chevron
CVX
|
$2.43M |
| 4 |
GE Aerospace
GE
|
$1.74M |
| 5 |
Mondelez International
MDLZ
|
$1.69M |
Sector Composition
| 1 | Financials | 16.06% |
| 2 | Consumer Staples | 13.18% |
| 3 | Energy | 12.32% |
| 4 | Industrials | 12.22% |
| 5 | Healthcare | 11.73% |
