WC
Wynn Capital Portfolio holdings
AUM
$195M
1-Year Est. Return
25.03%
This Fund
S&P 500
1 Year Est. Return
+25.03%
AUM
$195M
AUM Growth
-$11.2M
(-5.4%)
Holding
109
Top Buys
| 1 | +$792K | |
| 2 | +$124K | |
| 3 | +$109K | |
| 4 |
Uber
UBER
|
+$90.2K |
| 5 |
Diageo
DEO
|
+$81.7K |
Top Sells
| 1 | +$233K | |
| 2 | +$205K | |
| 3 | +$128K | |
| 4 |
Walmart Inc
WMT
|
+$118K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
101
Intuit
INTU
$110B
| $232K | 0.12% |
536
+81
|
|
||
102
Aflac
AFL
$58.2B
| $220K | 0.11% |
2,005
|
|
||
103
iShares Core S&P 500 ETF
IVV
$797B
| $216K | 0.11% |
331
|
|
||
104
Vanguard Growth ETF
VUG
$35.7B
| $215K | 0.11% |
492
|
|
||
105
Eli Lilly
LLY
$860B
| $212K | 0.11% |
230
+35
|
|
||
106
Chipotle Mexican Grill
CMG
$43.2B
| $206K | 0.11% |
6,450
|
|
||
107
Salesforce
CRM
$151B
| $202K | 0.1% |
1,081
+317
|
|
||
108
Home Depot
HD
$323B
| – | – |
-597
|
|
||
109
S&P Global
SPGI
$127B
| – | – |
-446
|
|