WCM

Woodson Capital Management Portfolio holdings

AUM $520M
1-Year Est. Return 91%
This Quarter Est. Return
1 Year Est. Return
+91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$520M
AUM Growth
-$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$10.6M
2 +$10.5M
3 +$8.88M
4
SG icon
Sweetgreen
SG
+$8.44M
5
XYZ
Block Inc
XYZ
+$4.34M

Top Sells

1 +$49M
2 +$37.4M
3 +$30.8M
4
U icon
Unity
U
+$17M
5
URBN icon
Urban Outfitters
URBN
+$12.5M

Sector Composition

1 Consumer Discretionary 51.26%
2 Technology 16.25%
3 Industrials 13.01%
4 Consumer Staples 7.19%
5 Communication Services 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NAGE
26
Niagen Bioscience
NAGE
$540M
-500,000