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:
53.25%
Gain -0.98%
Monthly
1.34%
Yearly
17.35%
Drawdown
14.23%
$418.73M
Equity
Holdings
$418.73M
Investment
$351.52M
$99.53M
Profit -$2.89M
Realized
$32.32M
Unrealized
$67.21M
Dividends
$12M
Goals
Avg. 97.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.98%
Profit
-$2.89M
Win %
69%
This Week
Compared To Last Week
Gain
-0.46%
Profit
-$1.94M
Win %
69%
This Month
Compared to last month
Gain
-0.69%
Profit
-$2.89M
Win %
69%
This Year
Compared to last year
Gain
4.76%
Profit
$19.01M
Win %
66%
ANET Arista Networks, Inc.
+3.57%
+$87,312.13 
NVDA NVIDIA Corporation
+3.44%
+$778,705.2 
RTX RTX Corporation
+2.01%
+$94,262.29 
COMT iShares GSCI Commodity Dynamic Strategy ETF
+1.9%
+$135,896.02 
XLE Energy Select Sector SPDR Fund
+1.76%
+$4,576.29 
FENY Fidelity MSCI Energy Index ETF
+1.69%
+$3,727.89 
SCHW Charles Schwab Corporation
+1.57%
+$42,599.95 
TJX The TJX Companies, Inc.
+1.5%
+$38,770.83 
A Agilent Technologies Inc.
+1.37%
+$41,948.1 
AMAT Applied Materials, Inc.
+0.99%
+$2,660.7 
IBIT iShares Bitcoin Trust
+0.96%
+$86,740.85 
DGX Quest Diagnostics Inc.
+0.91%
+$24,668.32 
WFC Wells Fargo & Company
+0.88%
+$17,802.72 
MMM 3M Company
+0.69%
+$21,436.38 
MS Morgan Stanley
+0.57%
+$27,436.54 
C Citigroup Inc.
+0.56%
+$13,450.36 
BAC Bank of America Corporation
+0.56%
+$13,074.25 
AAPL Apple Inc.
+0.52%
+$95,739.35 
PANW Palo Alto Networks, Inc.
+0.47%
+$1,362.24 
FTEC Fidelity MSCI Information Technology Index ETF
+0.46%
+$4,459.98 
FUTY Fidelity MSCI Utilities Index ETF
+0.37%
+$815.85 
MRK Merck & Co., Inc.
+0.26%
+$9,683.52 
JPST JPMorgan Ultra-Short Income ETF
+0.24%
+$41,081.04 
INTC Intel Corporation
+0.2%
+$6,606.4 
INCY Incyte Corporation
+0.09%
+$1,406.79 
VOO Vanguard S&P 500 ETF
+0.08%
+$285.61 
BSV Vanguard Short-Term Bond ETF
+0.05%
+$5,399.96 
BNDX Vanguard Total International Bond ETF
+0.04%
+$1,434.76 
ABBV AbbVie Inc.
0%
$0 
ABT Abbott Laboratories
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
$0 
AMZN Amazon.com Inc
0%
$0 
APH Amphenol Corporation
0%
$0 
AVGO Broadcom Inc.
0%
$0 
BA Boeing Company
0%
$0 
CVX Chevron Corporation
0%
$0 
DHR Danaher Corporation
0%
$0 
FIS Fidelity National Information Services, Inc.
0%
$0 
GILD Gilead Sciences Inc.
0%
$0 
GOOG Alphabet Inc
0%
$0 
IBM International Business Machines Corporation
0%
$0 
ICE Intercontinental Exchange, Inc.
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KO The Coca-Cola Company
0%
$0 
META Meta Platforms Inc Class A
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NFLX Netflix, Inc.
0%
$0 
PLD Prologis Inc.
0%
$0 
QCOM QUALCOMM Incorporated
0%
$0 
V Visa Inc. Class A
0%
$0 
WMT Walmart Inc.
0%
$0 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
0%
$0 
DFUS Dimensional U.S. Equity Market ETF
0%
$0 
SCHP Schwab U.S. TIPS ETF
0%
$0 
SCMB Schwab Municipal Bond ETF
0%
$0 
VMBS Vanguard Mortgage-Backed Securities Fund
0%
$0 
XLV Health Care Select Sector SPDR Fund
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
QQQM Invesco NASDAQ 100 ETF
-4.95%
-$20,105.34 
AME Ametek Inc.
-4.86%
-$306,303.31 
FCOM Fidelity MSCI Communication Services Index ETF
-4.19%
-$14,775 
AMT American Tower Corporation
-4.1%
-$82,857.12 
FIDU Fidelity MSCI Industrials Index ETF
-3.8%
-$32,873.68 
XLI Industrial Select Sector SPDR Fund
-3.52%
-$29,887.31 
SPYM State Street SPDR Portfolio S&P 500 ETF
-3.18%
-$74,325.02 
XLB Materials Select Sector SPDR Fund
-3.02%
-$10,005.61 
DFAU Dimensional US Core Equity Market ETF
-3.02%
-$7,112.98 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-2.84%
-$27,925.17 
PRU Prudential Financial, Inc.
-2.74%
-$94,829.28 
PLTR Palantir Technologies Inc.
-2.6%
-$63,141.21 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
-2.48%
-$8,784.89 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-2.21%
-$771,819.2 
DOW Dow Inc.
-2.18%
-$37,950 
VWO Vanguard FTSE Emerging Markets ETF
-2.17%
-$260,427.5 
TXN Texas Instruments Inc
-2.08%
-$63,686.16 
SCHF Schwab International Equity ETF
-2.04%
-$10,331.25 
LRCX Lam Research Corporation
-1.9%
-$90,817.57 
XLY Consumer Discretionary Select Sector SPDR Fund
-1.86%
-$6,391.01 
TSLA Tesla, Inc.
-1.77%
-$68,991.12 
DDOG Datadog, Inc. Class A Common Stock
-1.73%
-$47,703.23 
XLF Financial Select Sector SPDR Fund
-1.62%
-$28,255.46 
T AT&T Inc.
-1.37%
-$18,561.34 
XEL Xcel Energy Inc.
-1.15%
-$20,434.4 
MSFT Microsoft Corp.
-1.09%
-$194,360.15 
XLU Utilities Select Sector SPDR Fund
-1.05%
-$2,537.04 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.96%
-$4,792.48 
ORCL Oracle Corporation
-0.7%
-$14,093.41 
IAU iShares Gold Trust
-0.68%
-$180,703.64 
AEE Ameren Corporation
-0.45%
-$10,050.39 
WM Waste Management, Inc.
-0.42%
-$9,208.24 
XLP Consumer Staples Select Sector SPDR Fund
-0.37%
-$1,814.06 
PFG Principal Financial Group, Inc.
-0.35%
-$10,644.4 
XLK State Street Technology Select Sector SPDR ETF
-0.25%
-$4,383.24 
CSCO Cisco Systems, Inc.
-0.2%
-$7,085.04 
IVV iShares Core S&P 500 ETF
-0.18%
-$2,556.8 
FHLC Fidelity MSCI Health Care Index ETF
-0.14%
-$1,115.84 
COF Capital One Financial Corporation
-0.13%
-$301.28 
LYV Live Nation Entertainment, Inc.
-0.11%
-$2,149 Events
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Dividends
Dividend Analysis
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| Trades 1131 | Longs Won 705/1131 62% | Profit Factor 5.15 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $434,735.32 |
| Average Win $175,230.44 | Best Trade (Aug 28) $8.78M | Sharpe Ratio -9.63 |
| Average Loss -$56,354.2 | Worst Trade (Sep 01) -$2.13M | Z-Score -2.25 (100%) |
| Commissions $0 | Avg. Trade Length 9m 1w | Expectancy $88,002.27 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,407 | 6,667 | 5,926 | 5,185 | 4,444 | 3,704 | 2,963 | 2,222 | 1,481 | 741 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 22,020 | $2.68M | $3.11M | - | $425,662.78 | 15.87% | +1.369% |
| AAPL Apple Inc. | 59,098 | $13.33M | $18.38M | - | $5.05M | 37.87% | +0.524% |
| ABBV AbbVie Inc. | 9,136 | $2.3M | $2.23M | - | -$71,626.2 | -3.12% | 0.0 |
| ABT Abbott Laboratories | 27,788 | $3.09M | $2.93M | - | -$161,209.58 | -5.21% | 0.0 |
| AEE Ameren Corporation | 20,511 | $2.12M | $2.23M | - | $113,298.7 | 5.34% | -0.448% |
| AMAT Applied Materials, Inc. | 490 | $354,270 | $270,504.5 | - | -$83,765.5 | -23.64% | +0.993% |
| AMD Advanced Micro Devices, Inc. | 360 | $77,097.59 | $186,688.81 | - | $109,591.22 | 142.15% | 0.0 |
| AME Ametek Inc. | 24,822 | $5.7M | $6M | - | $296,920.49 | 5.21% | -4.857% |
| AMT American Tower Corporation | 11,540 | $1.96M | $1.94M | - | -$16,969.2 | -0.87% | -4.097% |
| AMZN Amazon.com Inc | 41,935 | $8.38M | $11.63M | - | $3.25M | 38.76% | 0.0 |
| ANET Arista Networks, Inc. | 12,840 | $1.77M | $2.53M | - | $759,098.59 | 42.78% | +3.569% |
| APH Amphenol Corporation | 64,306 | $5.67M | $5.51M | - | -$160,379.16 | -2.83% | 0.0 |
| AVGO Broadcom Inc. | 21,137 | $5.61M | $8.84M | - | $3.23M | 57.5% | 0.0 |
| BA Boeing Company | 10,450 | $2.26M | $2.48M | - | $216,211 | 9.56% | 0.0 |
| BAC Bank of America Corporation | 37,355 | $1.74M | $2.36M | - | $626,170.58 | 36.06% | +0.556% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 124,582 | $9.49M | $9.44M | - | -$53,334.08 | -0.56% | 0.0 |
| BNDX Vanguard Total International Bond ETF | 71,738 | $3.52M | $3.44M | - | -$74,760.81 | -2.13% | +0.042% |
| BRK-B Berkshire Hathaway Inc. | 1,107 | $553,932 | $572,562.54 | - | $18,630.54 | 3.36% | 0.0 |
| BSV Vanguard Short-Term Bond ETF | 134,999 | $10.5M | $10.47M | - | -$30,339.64 | -0.29% | +0.052% |
| C Citigroup Inc. | 17,468 | $2.44M | $2.4M | - | -$40,525.48 | -1.66% | +0.563% |
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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 - $1.57M. 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 - $567,096.17, 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 $12M earned over time. The largest contributors to dividend income include JPMorgan Ultra-Short Income ETF - $1.36M, Vanguard Mortgage-Backed Securities Fund - $854,835.47, VANGUARD FTSE DEVELOPED MARKETS ETF - $830,239.46, Schwab U.S. TIPS ETF - $723,995.72, and Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $612,244.69. 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.
