WP

Waycross Partners Portfolio holdings

AUM $1.06B
1-Year Est. Return 18.76%
This Quarter Est. Return
1 Year Est. Return
+18.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$581M
AUM Growth
+$48.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$5.06M
3
+$4.61M
4
SBUX icon
Starbucks
SBUX
+$3.06M
5
ALGN icon
Align Technology
ALGN
+$2.62M

Top Sells

1
+$21.4M
2
+$6.43M
3
+$6.31M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.01M
5
AMZN icon
Amazon
AMZN
+$2.71M

Sector Composition

1 Technology 24.1%
2 Healthcare 18.75%
3 Financials 15.82%
4 Consumer Discretionary 14.41%
5 Communication Services 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-45,000
77
– –
-10,000
78
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-65,000
79
– –
-4,500
80
– –
-13,500
81
– –
-4,000
82
– –
-10,000
83
– –
-10,000
84
– –
-15,700
1 2 3
4