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:
54.62%
Gain +0.46%
Monthly
1.31%
Yearly
16.91%
Drawdown
14.24%
$420.98M
Equity
Holdings
$420.98M
Investment
$351.52M
$101.78M
Profit +$1.31M
Realized
$32.32M
Unrealized
$69.46M
Dividends
$12.98M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.46%
Profit
$1.31M
Win %
67%
This Week
Compared To Last Week
Gain
-0.69%
Profit
-$2.92M
Win %
67%
This Month
Compared to last month
Gain
0.53%
Profit
$2.21M
Win %
67%
This Year
Compared to last year
Gain
5.32%
Profit
$21.25M
Win %
65%
WM Waste Management, Inc.
+3.55%
+$74,939.4 
QCOM QUALCOMM Incorporated
+3.39%
+$66,807 
DHR Danaher Corporation
+3.33%
+$114,530.04 
GILD Gilead Sciences Inc.
+3.26%
+$99,223.25 
NFLX Netflix, Inc.
+3.2%
+$64,864.26 
ORCL Oracle Corporation
+3.01%
+$54,637.47 
COF Capital One Financial Corporation
+2.98%
+$6,240.79 
V Visa Inc. Class A
+2.98%
+$148,432.78 
WFC Wells Fargo & Company
+2.67%
+$49,299.84 
IBM International Business Machines Corporation
+2.5%
+$53,776.19 
FIS Fidelity National Information Services, Inc.
+2.37%
+$26,602.8 
XLV Health Care Select Sector SPDR Fund
+2.34%
+$15,278.74 
PRU Prudential Financial, Inc.
+2.32%
+$73,787.28 
FHLC Fidelity MSCI Health Care Index ETF
+2.19%
+$18,563.52 
ICE Intercontinental Exchange, Inc.
+2.13%
+$52,473.3 
LYV Live Nation Entertainment, Inc.
+2.08%
+$37,714.95 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
+1.98%
+$6,520.57 
DGX Quest Diagnostics Inc.
+1.91%
+$51,780.32 
ABT Abbott Laboratories
+1.86%
+$53,352.96 
INCY Incyte Corporation
+1.86%
+$26,601.12 
XLY Consumer Discretionary Select Sector SPDR Fund
+1.79%
+$5,810 
XLB Materials Select Sector SPDR Fund
+1.76%
+$5,576.37 
WMT Walmart Inc.
+1.68%
+$62,013.9 
DOW Dow Inc.
+1.66%
+$27,887.5 
BA Boeing Company
+1.54%
+$29,730.25 
XLF Financial Select Sector SPDR Fund
+1.54%
+$25,249.56 
T AT&T Inc.
+1.5%
+$20,011.44 
IAU iShares Gold Trust
+1.45%
+$387,470.3 
A Agilent Technologies Inc.
+1.32%
+$50,425.8 
MSFT Microsoft Corp.
+1.29%
+$249,580.23 
FCOM Fidelity MSCI Communication Services Index ETF
+1.14%
+$4,063.12 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+1.08%
+$4,878.06 
TJX The TJX Companies, Inc.
+1.07%
+$25,029.27 
PFG Principal Financial Group, Inc.
+1.07%
+$30,469.6 
IBIT iShares Bitcoin Trust
+0.9%
+$102,849.87 
AMT American Tower Corporation
+0.86%
+$17,829.42 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.86%
+$7,885.6 
C Citigroup Inc.
+0.85%
+$18,166.72 
XLP Consumer Staples Select Sector SPDR Fund
+0.83%
+$4,053.35 
BAC Bank of America Corporation
+0.83%
+$15,875.87 
NEE NextEra Energy, Inc.
+0.79%
+$12,899.1 
SCMB Schwab Municipal Bond ETF
+0.76%
+$1,659.63 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.69%
+$68,373.6 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.66%
+$60,422.27 
ABBV AbbVie Inc.
+0.66%
+$17,175.59 
MMM 3M Company
+0.66%
+$18,544 
SCHP Schwab U.S. TIPS ETF
+0.49%
+$48,613.62 
AMZN Amazon.com Inc
+0.48%
+$51,160.62 
BRK-B Berkshire Hathaway Inc.
+0.47%
+$2,712.14 
DFAU Dimensional US Core Equity Market ETF
+0.46%
+$1,082.41 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.46%
+$151,951.9 
GOOG Alphabet Inc
+0.43%
+$60,005.68 
SCHF Schwab International Equity ETF
+0.43%
+$2,084.37 
FIDU Fidelity MSCI Industrials Index ETF
+0.41%
+$3,191.2 
DFUS Dimensional U.S. Equity Market ETF
+0.39%
+$925.65 
KO The Coca-Cola Company
+0.37%
+$11,205.04 
VOO Vanguard S&P 500 ETF
+0.34%
+$1,229.11 
IVV iShares Core S&P 500 ETF
+0.34%
+$4,702.39 
AME Ametek Inc.
+0.34%
+$20,602.26 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.31%
+$7,201.04 
BNDX Vanguard Total International Bond ETF
+0.31%
+$10,402.01 
XLI Industrial Select Sector SPDR Fund
+0.27%
+$2,027.45 
BSV Vanguard Short-Term Bond ETF
+0.23%
+$23,624.83 
META Meta Platforms Inc Class A
+0.21%
+$18,268.19 
MS Morgan Stanley
+0.12%
+$4,907.54 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$5,785.58 
ANET Arista Networks, Inc.
-5.14%
-$128,913.6 
AMAT Applied Materials, Inc.
-3.5%
-$7,648.9 
LRCX Lam Research Corporation
-3.48%
-$150,483 
CSCO Cisco Systems, Inc.
-3.42%
-$114,689.09 
PLD Prologis Inc.
-3.01%
-$74,917.78 
SCHW Charles Schwab Corporation
-2.87%
-$70,915.02 
INTC Intel Corporation
-2.6%
-$84,231.6 
DDOG Datadog, Inc. Class A Common Stock
-2.4%
-$62,023.93 
XLE Energy Select Sector SPDR Fund
-1.85%
-$5,553.75 
FENY Fidelity MSCI Energy Index ETF
-1.85%
-$4,642.93 
PANW Palo Alto Networks, Inc.
-1.6%
-$4,759.93 
APH Amphenol Corporation
-1.54%
-$163,337.24 
AMD Advanced Micro Devices, Inc.
-1.51%
-$3,103.2 
CVX Chevron Corporation
-1.41%
-$44,233.06 
NVDA NVIDIA Corporation
-1.4%
-$330,521.85 
TSLA Tesla, Inc.
-1.25%
-$54,360.15 
AVGO Broadcom Inc.
-0.9%
-$66,158.81 
XLK State Street Technology Select Sector SPDR ETF
-0.76%
-$13,864.6 
AEE Ameren Corporation
-0.66%
-$14,152.59 
TXN Texas Instruments Inc
-0.58%
-$17,672.53 
FTEC Fidelity MSCI Information Technology Index ETF
-0.49%
-$4,847.04 
PLTR Palantir Technologies Inc.
-0.38%
-$11,493.79 
RTX RTX Corporation
-0.34%
-$13,742.08 
XEL Xcel Energy Inc.
-0.28%
-$4,936.4 
JNJ Johnson & Johnson
-0.24%
-$532.8 
MRK Merck & Co., Inc.
-0.22%
-$9,683.52 
VWO Vanguard FTSE Emerging Markets ETF
-0.19%
-$22,036.19 
QQQM Invesco NASDAQ 100 ETF
-0.15%
-$634.26 
FUTY Fidelity MSCI Utilities Index ETF
-0.15%
-$310.8 
XLU Utilities Select Sector SPDR Fund
-0.12%
-$272.8 
COMT iShares GSCI Commodity Dynamic Strategy ETF
-0.08%
-$6,416.06 
JPM JPMorgan Chase & Co.
-0.05%
-$2,682.36 
AAPL Apple Inc.
0%
-$590.39 Events
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Dividends
Dividend Analysis
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| Trades 1131 | Longs Won 698/1131 61% | Profit Factor 5.06 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $431,914.56 |
| Average Win $181,738.44 | Best Trade (Oct 15) $6.77M | Sharpe Ratio -9.6 |
| Average Loss -$57,914.16 | Worst Trade (Oct 15) -$2.36M | Z-Score -0.44 (33.85%) |
| Commissions $0 | Avg. Trade Length 9m 3w 1d | Expectancy $89,988.15 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,246 | 6,522 | 5,797 | 5,072 | 4,348 | 3,623 | 2,899 | 2,174 | 1,449 | 725 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 22,020 | $2.68M | $3.88M | - | $1.2M | 44.77% | +1.316% |
| AAPL Apple Inc. | 59,098 | $13.33M | $20.27M | - | $6.94M | 52.04% | -0.003% |
| ABBV AbbVie Inc. | 9,136 | $2.3M | $2.61M | - | $308,065.96 | 13.4% | +0.663% |
| ABT Abbott Laboratories | 27,788 | $3.09M | $2.91M | - | -$177,048.74 | -5.73% | +1.865% |
| AEE Ameren Corporation | 20,511 | $2.12M | $2.13M | - | $9,513.04 | 0.45% | -0.66% |
| AMAT Applied Materials, Inc. | 490 | $354,270 | $211,199.8 | - | -$143,070.2 | -40.38% | -3.495% |
| AMD Advanced Micro Devices, Inc. | 360 | $77,097.59 | $202,392 | - | $125,294.41 | 162.51% | -1.51% |
| AME Ametek Inc. | 24,822 | $5.7M | $6.15M | - | $444,611.14 | 7.8% | +0.336% |
| AMT American Tower Corporation | 11,540 | $1.96M | $2.09M | - | $131,608.22 | 6.73% | +0.861% |
| AMZN Amazon.com Inc | 41,935 | $8.38M | $10.71M | - | $2.32M | 27.7% | +0.48% |
| ANET Arista Networks, Inc. | 12,840 | $1.77M | $2.38M | - | $605,917.39 | 34.15% | -5.138% |
| APH Amphenol Corporation | 128,612 | $5.67M | $10.47M | - | $4.8M | 84.71% | -1.536% |
| AVGO Broadcom Inc. | 21,137 | $5.61M | $7.25M | - | $1.64M | 29.23% | -0.904% |
| BA Boeing Company | 10,450 | $2.26M | $1.96M | - | -$302,683.75 | -13.38% | +1.541% |
| BAC Bank of America Corporation | 37,355 | $1.74M | $1.94M | - | $199,016.15 | 11.46% | +0.827% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 124,582 | $9.49M | $9.16M | - | -$325,545.75 | -3.43% | +0.664% |
| BNDX Vanguard Total International Bond ETF | 71,738 | $3.52M | $3.39M | - | -$131,792.52 | -3.75% | +0.308% |
| BRK-B Berkshire Hathaway Inc. | 1,107 | $553,932 | $585,381.59 | - | $31,449.59 | 5.68% | +0.465% |
| BSV Vanguard Short-Term Bond ETF | 134,999 | $10.5M | $10.34M | - | -$164,663.65 | -1.57% | +0.229% |
| C Citigroup Inc. | 17,468 | $2.44M | $2.15M | - | -$290,841.92 | -11.9% | +0.851% |
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FAQ
Which stocks have generated the highest profits for Wayne Atkins?
The largest contributions to the portfolio's profits come from the following stocks: iShares Gold Trust - $5.88M, Advanced Micro Devices, Inc - $3.6M, Schwab International Equity ETF - $2M, Exxon Mobil Corporation - $1.69M, and Vanguard FTSE Emerging Markets ETF - $1.59M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: KKR & Co. Inc - $1.02M, Uber Technologies, Inc - $658,354.97, Danaher Corporation - $560,963.37, Blackstone Inc - $543,526.92, and Boston Scientific Corporation - $538,883.46. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Wayne Atkins's portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.98M earned over time. The largest contributors to dividend income include JPMorgan Ultra-Short Income ETF - $1.42M, Vanguard Mortgage-Backed Securities Fund - $927,576.16, VANGUARD FTSE DEVELOPED MARKETS ETF - $915,863.15, Schwab U.S. TIPS ETF - $775,837.29, and Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $647,800.39. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Wayne Atkins's monthly returns?
Wayne Atkins's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Wayne Atkins's strategy be considered aggressive or moderate?
Wayne Atkins's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Wayne Atkins's strategy?
Wayne Atkins's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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