Wayne Atkins Portfolio
Invests via VCI Wealth Management LLC | Managed by Wayne Atkins
Invests via VCI Wealth Management LLC
Managed by Wayne Atkins
Automatically Tracked
Wayne Atkins Profile
Veteran corporate strategist and investor focused on technology and industrial services, Wayne Atkins brings operational leadership and transaction experience to middle‑market growth and restructuring situations. He has led finance, M&A, and integration teams, advising boards on capital structure and execution. Regular participant in private equity deal syndicates and board assignments.
Veteran corporate strategist and investor focused on technology and industrial services, Wayne Atkins brings operational leadership and transaction experience to middle‑market growth and restructuring situations. He has led finance, M&A, and integration teams, advising boards on capital structure and execution. Regular participant in private equity deal syndicates and board assignments.
Investment Philosophy & Strategy
Distills capital toward middle‑market technology and industrial‑services businesses where operational intervention and transaction experience can accelerate value creation. Prefers control or significant board influence, underwriting deals on cash‑flow visibility, M&A synergies and disciplined capital structure. Combines medium‑term growth and restructuring horizons, active governance, and hands‑on integration to de‑risk execution, prioritizing predictable free cash flow, margin expansion and eventual exit or strategic sale.
Distills capital toward middle‑market technology and industrial‑services businesses where operational intervention and transaction experience can accelerate value creation. Prefers control or significant board influence, underwriting deals on cash‑flow visibility, M&A synergies and disciplined capital structure. Combines medium‑term growth and restructuring horizons, active governance, and hands‑on integration to de‑risk execution, prioritizing predictable free cash flow, margin expansion and eventual exit or strategic sale.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
15.62%
Gain
Monthly
0.48%
Yearly
5.88%
Drawdown
24.25%
$390.02M
Equity
Holdings
$390.02M
Investment
$330.47M
$87.23M
Profit -$1.38M
Realized
$27.68M
Unrealized
$59.55M
Dividends
$11.55M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.38M
Win %
69%
This Week
Compared To Last Week
Gain
-0.1%
Profit
-$394,642.22
Win %
69%
This Month
Compared to last month
Gain
1.36%
Profit
$5.22M
Win %
69%
This Year
Compared to last year
Gain
8.11%
Profit
$29.26M
Win %
69%
ABT Abbott Laboratories
+11.01%
+$188,028.24 
IR Ingersoll Rand Inc.
+7.36%
+$95,757.18 
WM Waste Management, Inc.
+4.2%
+$73,305.85 
BSX Boston Scientific Corporation
+3.98%
+$41,607.61 
PLD Prologis Inc.
+3.93%
+$68,398.87 
ORLY O'Reilly Automotive Inc.
+3.86%
+$45,390.51 
ZTS Zoetis Inc.
+3.6%
+$29,556.77 
CRM Salesforce Inc
+3.57%
+$49,253 
MRK Merck & Co., Inc.
+3.54%
+$124,697.95 
UPS United Parcel Service, Inc.
+3.52%
+$34,951.88 
NDAQ Nasdaq, Inc.
+3.38%
+$39,984.6 
FIS Fidelity National Information Services, Inc.
+3.09%
+$9,116.06 
MDLZ Mondelez International, Inc.
+2.9%
+$13,499.14 
PM Philip Morris International Inc.
+2.84%
+$52,182.36 
DGX Quest Diagnostics Inc.
+2.74%
+$47,900.86 
T AT&T Inc.
+2.66%
+$28,763.91 
TJX The TJX Companies, Inc.
+2.62%
+$53,803.82 
DLTR Dollar Tree, Inc.
+2.5%
+$24,934.15 
PRU Prudential Financial, Inc.
+2.49%
+$38,950.34 
KO The Coca-Cola Company
+2.48%
+$57,763.07 
GRMN Garmin Ltd.
+2.46%
+$45,517.5 
XLP Consumer Staples Select Sector SPDR Fund
+2.43%
+$10,759 
WMT Walmart Inc.
+2.38%
+$68,742 
CTSH Cognizant Technology Solutions Corporation
+2.24%
+$14,076.18 
GILD Gilead Sciences Inc.
+2.08%
+$42,971.58 
TRMB Trimble Inc.
+2.07%
+$12,118.48 
XLV Health Care Select Sector SPDR Fund
+2.02%
+$11,536 
PKG Packaging Corporation of America
+2%
+$41,473.28 
GPN Global Payments Inc.
+1.97%
+$10,538.22 
KVUE Kenvue Inc.
+1.92%
+$14,267.15 
COF Capital One Financial Corporation
+1.87%
+$35,751.69 
DIS The Walt Disney Company
+1.83%
+$17,340.76 
V Visa Inc. Class A
+1.77%
+$77,503.47 
FHLC Fidelity MSCI Health Care Index ETF
+1.68%
+$12,653.44 
KKR KKR & Co. Inc.
+1.64%
+$20,608.06 
MSFT Microsoft Corp.
+1.51%
+$206,407.07 
AME Ametek Inc.
+1.35%
+$34,564.95 
ICE Intercontinental Exchange, Inc.
+1.34%
+$16,665.44 
WAB Wabtec Corporation
+1.31%
+$24,928.8 
AAPL Apple Inc.
+1.3%
+$245,192.62 
CVX Chevron Corporation
+1.17%
+$23,668.56 
CVS CVS Health Corporation
+1.16%
+$14,700 
MMM 3M Company
+1.11%
+$16,618.08 
UBER Uber Technologies, Inc.
+0.99%
+$10,232.64 
FE FirstEnergy Corp.
+0.92%
+$7,249.05 
WFC Wells Fargo & Company
+0.89%
+$14,758.33 
XOM Exxon Mobil Corporation
+0.84%
+$27,568.64 
XEL Xcel Energy Inc.
+0.81%
+$11,023.14 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.81%
+$4,049.84 
XLE Energy Select Sector SPDR Fund
+0.81%
+$1,945.58 
BX Blackstone Inc.
+0.76%
+$9,517.44 
AEE Ameren Corporation
+0.73%
+$12,100.59 
INCY Incyte Corporation
+0.7%
+$8,341.16 
FENY Fidelity MSCI Energy Index ETF
+0.69%
+$1,409.76 
JNJ Johnson & Johnson
+0.61%
+$1,462.24 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
+0.61%
+$2,091.6 
AMZN Amazon.com Inc
+0.57%
+$54,831.75 
MAR Marriott International Inc. - Class A
+0.55%
+$17,896.92 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.46%
+$1,545.48 
EL The Estée Lauder Companies Inc. Class A
+0.42%
+$2,797.61 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.39%
+$3,718.78 
XLB Materials Select Sector SPDR Fund
+0.35%
+$1,071.35 
TECH Bio-Techne Corporation
+0.29%
+$2,999.12 
NFLX Netflix, Inc.
+0.28%
+$3,545.05 
XLF Financial Select Sector SPDR Fund
+0.26%
+$4,257.2 
BAC Bank of America Corporation
+0.19%
+$3,929.78 
XLU Utilities Select Sector SPDR Fund
+0.09%
+$208.8 
ROK Rockwell Automation, Inc.
+0.06%
+$2,404.25 
GOOG Alphabet Inc
+0.06%
+$9,153 
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$1,452.15 
GLW Corning Incorporated
-10.35%
-$150,289.82 
HOOD Robinhood Markets, Inc.
-6.8%
-$58,061.82 
INTC Intel Corporation
-6%
-$193,993.69 
AMD Advanced Micro Devices, Inc.
-5.79%
-$300,088.16 
ON ON Semiconductor Corporation
-5.64%
-$67,197.06 
MCHP Microchip Technology Incorporated
-4.81%
-$53,630.45 
MS Morgan Stanley
-4.58%
-$129,336.81 
ORCL Oracle Corporation
-4.53%
-$70,302 
AVGO Broadcom Inc.
-4.18%
-$325,051.23 
NEM Newmont Corporation
-3.89%
-$34,713.4 
TXN Texas Instruments Inc
-3.5%
-$88,456.49 
ELV Elevance Health, Inc.
-2.95%
-$105,580.21 
ANET Arista Networks, Inc.
-2.66%
-$39,480.23 
CSCO Cisco Systems, Inc.
-2.65%
-$78,440 
NVDA NVIDIA Corporation
-2.58%
-$520,345.95 
XLK State Street Technology Select Sector SPDR ETF
-2.35%
-$40,853.3 
FTEC Fidelity MSCI Information Technology Index ETF
-2.01%
-$19,212.4 
EBAY eBay Inc.
-1.88%
-$19,187.04 
META Meta Platforms Inc Class A
-1.85%
-$109,673.37 
IAU iShares Gold Trust
-1.78%
-$431,036.34 
TSLA Tesla, Inc.
-1.72%
-$74,881.6 
BKR Baker Hughes Company
-1.42%
-$11,900.2 
QQQM Invesco NASDAQ 100 ETF
-1.38%
-$5,840.52 
RTX RTX Corporation
-1.26%
-$38,012.92 
IBIT iShares Bitcoin Trust
-1.25%
-$108,653.7 
VWO Vanguard FTSE Emerging Markets ETF
-1.22%
-$136,713.25 
SCHF Schwab International Equity ETF
-1.18%
-$6,066.77 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.09%
-$349,421.92 
WBD Warner Bros. Discovery, Inc.
-1.04%
-$5,351.73 
SLB Schlumberger Limited
-1.04%
-$9,817.33 
COMT iShares GSCI Commodity Dynamic Strategy ETF
-0.68%
-$49,814.16 
TTWO Take-Two Interactive Software, Inc.
-0.5%
-$8,920.64 
FIDU Fidelity MSCI Industrials Index ETF
-0.41%
-$3,369.74 
PLTR Palantir Technologies Inc.
-0.36%
-$5,177.06 
A Agilent Technologies Inc.
-0.34%
-$5,941.03 
IVV iShares Core S&P 500 ETF
-0.34%
-$3,965.55 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.33%
-$7,753.19 
JPM JPMorgan Chase & Co.
-0.32%
-$15,891.56 
PFG Principal Financial Group, Inc.
-0.29%
-$4,308.6 
DOW Dow Inc.
-0.27%
-$2,709.52 
FCOM Fidelity MSCI Communication Services Index ETF
-0.25%
-$880.97 
XLI Industrial Select Sector SPDR Fund
-0.21%
-$1,730.19 
BNDX Vanguard Total International Bond ETF
-0.18%
-$6,089.82 
SCMB Schwab Municipal Bond ETF
-0.18%
-$449.82 
MLN VanEck Long Muni ETF
-0.14%
-$261.48 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.12%
-$11,101.3 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.1%
-$9,981.41 
SCHP Schwab U.S. TIPS ETF
-0.1%
-$9,786.75 
NEE NextEra Energy, Inc.
-0.08%
-$1,253.49 
BSV Vanguard Short-Term Bond ETF
-0.04%
-$4,753 
AMT American Tower Corporation
-0.02%
-$267.64 
FUTY Fidelity MSCI Utilities Index ETF
-0.01%
-$18.54 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$10.02 Events
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Dividends
Dividend Analysis
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| Trades 1032 | Longs Won 618/1032 59% | Profit Factor 5.75 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $398,460.28 |
| Average Win $170,861.4 | Best Trade (Jul 10) $6.61M | Sharpe Ratio -9.63 |
| Average Loss -$44,348.2 | Worst Trade (Jul 15) -$708,675.45 | Z-Score -3.72 (100%) |
| Commissions $0 | Avg. Trade Length 9m 1w | Expectancy $84,527.32 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,772 | 7,895 | 7,018 | 6,140 | 5,263 | 4,386 | 3,509 | 2,632 | 1,754 | 877 |
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Returns
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