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
$217M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$4.57M
3
+$2.36M
4
AMD icon
Advanced Micro Devices
AMD
+$1.89M
5
DOMO icon
Domo
DOMO
+$1.11M

Top Sells

1
+$3.02M
2
+$2.99M
3
+$1.87M
4
NVDA icon
NVIDIA
NVDA
+$1.72M
5
ENB icon
Enbridge
ENB
+$1.24M

Sector Composition

1 Technology 42.83%
2 Financials 19.53%
3 Consumer Discretionary 11.76%
4 Healthcare 8.6%
5 Consumer Staples 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.7M 5.39%
862,520
-127,400
2
$11.2M 5.15%
53,061
-3,645
3
$10.8M 4.99%
54,067
-5,080
4
$10.7M 4.92%
92,110
-8,610
5
$10.5M 4.83%
66,400
-6,900
6
$9.88M 4.56%
29,216
-5,520
7
$9.5M 4.38%
48,195
-2,150
8
$9.42M 4.35%
32,050
-3,920
9
$8.8M 4.06%
38,090
-880
10
$7.47M 3.45%
101,960
-4,000
11
$7.33M 3.38%
126,825
+9,300
12
$7.29M 3.37%
14,870
-1,390
13
$6.83M 3.15%
36,060
-650
14
$6.6M 3.05%
27,715
+3,425
15
$5.63M 2.6%
20,535
+2,925
16
$5.6M 2.58%
5,170
+2,180
17
$5.5M 2.54%
39,605
-5,475
18
$5.27M 2.43%
51,155
19
$5.15M 2.38%
37,175
+2,065
20
$5.15M 2.38%
14,764
-1,385
21
$4.88M 2.25%
185,420
+40,500
22
$4.81M 2.22%
+47,940
23
$4.79M 2.21%
22,998
+350
24
$4.63M 2.13%
90,010
-900
25
$4.57M 2.11%
+19,323
1
2 3