WC

Wynn Capital Portfolio holdings

AUM $206M
1-Year Est. Return 29.45%
This Quarter Est. Return
1 Year Est. Return
+29.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
+$5.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$612K
2 +$383K
3 +$214K
4
SPGI icon
S&P Global
SPGI
+$207K
5
TSLA icon
Tesla
TSLA
+$186K

Top Sells

1 +$375K
2 +$243K
3 +$208K
4
MMM icon
3M
MMM
+$184K
5
IBM icon
IBM
IBM
+$42.4K

Sector Composition

1 Technology 20.11%
2 Financials 17.33%
3 Healthcare 11.67%
4 Communication Services 9.47%
5 Consumer Discretionary 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$153K 0.11%
24,000
102
$110K 0.08%
53,775
+29,515
103
-3,030
104
-4,475