WC
Wynn Capital Portfolio holdings
AUM
$206M
1-Year Est. Return
29.45%
1 Year Est. Return
+29.45%
AUM
$187M
AUM Growth
+$19M
(+11%)
Holding
113
Top Buys
| 1 | +$387K | |
| 2 | +$239K | |
| 3 | +$211K | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$206K |
| 5 |
Whirlpool
WHR
|
+$203K |
Top Sells
| 1 | +$236K | |
| 2 | +$236K | |
| 3 | +$226K | |
| 4 |
Comcast
CMCSA
|
+$76K |
| 5 |
Procter & Gamble
PG
|
+$65.3K |
Sector Composition
| 1 | Technology | 22.64% |
| 2 | Financials | 18.82% |
| 3 | Consumer Discretionary | 9.92% |
| 4 | Healthcare | 9.32% |
| 5 | Industrials | 8.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Home Depot
HD
$380B
| $256K | 0.14% |
699
-35
|
|
||
102
Carrier Global
CARR
$49.9B
| $246K | 0.13% |
3,363
-25
|
|
||
103
S&P Global
SPGI
$150B
| $239K | 0.13% |
454
-10
|
|
||
104
Shopify
SHOP
$227B
| $239K | 0.13% |
+2,075
|
|
||
105
General Motors
GM
$64.6B
| $226K | 0.12% |
4,600
-1,250
|
|
||
106
Aflac
AFL
$57.2B
| $211K | 0.11% |
+2,005
|
|
||
|
107
iShares Core S&P 500 ETF
IVV
$678B
| $206K | 0.11% |
+331
|
|
||
|
108
Whirlpool
WHR
$4.1B
| $203K | 0.11% |
+2,005
|
|
||
109
Uber
UBER
$202B
| $201K | 0.11% |
+2,150
|
|
||
110
Cemex
CX
$14.7B
| $166K | 0.09% |
24,000
|
|
||
111
Verizon
VZ
$164B
| – | – |
-4,992
|
|
||
112
General Mills
GIS
$25.1B
| – | – |
-3,940
|
|
||
113
Bristol-Myers Squibb
BMY
$90.3B
| – | – |
-3,875
|
|