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WC

Wynn Capital Portfolio holdings

AUM $195M
1-Year Est. Return 25.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195M
AUM Growth
-$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$792K
2
+$124K
3
+$109K
4
UBER icon
Uber
UBER
+$90.2K
5
DEO icon
Diageo
DEO
+$81.7K

Top Sells

1
+$233K
2
+$205K
3
+$128K
4
WMT icon
Walmart Inc
WMT
+$118K
5
AAPL icon
Apple
AAPL
+$96.3K

Sector Composition

1 Technology 20.39%
2 Financials 17.66%
3 Healthcare 10.57%
4 Consumer Discretionary 10.1%
5 Industrials 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NUE icon
51
Nucor
NUE
$59.1B
$937K 0.48%
5,540
VYM icon
52
Vanguard High Dividend Yield ETF
VYM
$79.4B
$898K 0.46%
6,065
PFE icon
53
Pfizer
PFE
$148B
$888K 0.46%
31,619
+720
DE icon
54
Deere & Co
DE
$155B
$858K 0.44%
1,523
-40
NVDA icon
55
NVIDIA
NVDA
$5.15T
$852K 0.44%
4,884
+414
ZM icon
56
Zoom
ZM
$27.6B
$845K 0.43%
10,507
+335
PG icon
57
Procter & Gamble
PG
$350B
$833K 0.43%
5,766
-14
UL icon
58
Unilever
UL
$127B
$829K 0.43%
14,557
-297
BKNG icon
59
Booking.com
BKNG
$135B
$703K 0.36%
4,175
+25
BA icon
60
Boeing
BA
$180B
$681K 0.35%
3,422
IGSB icon
61
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.2B
$678K 0.35%
12,900
EXPD icon
62
Expeditors International
EXPD
$21.3B
$611K 0.31%
4,264
+115
ABNB icon
63
Airbnb
ABNB
$82.5B
$606K 0.31%
4,801
+549
CMCSA icon
64
Comcast
CMCSA
$85.6B
$590K 0.3%
20,547
-499
IAU icon
65
iShares Gold Trust
IAU
$67.1B
$586K 0.3%
6,646
CHKP icon
66
Check Point Software Technologies
CHKP
$12.8B
$578K 0.3%
4,045
+65
EMR icon
67
Emerson Electric
EMR
$82.1B
$577K 0.3%
4,407
USB icon
68
US Bancorp
USB
$90B
$503K 0.26%
9,680
SO icon
69
Southern Company
SO
$106B
$474K 0.24%
4,916
-110
PYPL icon
70
PayPal
PYPL
$37.5B
$473K 0.24%
10,459
+31
TROW icon
71
T. Rowe Price
TROW
$23.3B
$464K 0.24%
5,152
+80
ABT icon
72
Abbott
ABT
$154B
$462K 0.24%
4,503
-235
DEO icon
73
Diageo
DEO
$44.6B
$441K 0.23%
5,930
+936
GOOGL icon
74
Alphabet (Google) Class A
GOOGL
$4.5T
$429K 0.22%
1,492
ABEV icon
75
Ambev
ABEV
$50.4B
$423K 0.22%
144,865
+14,225
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