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WCP
Welch Capital Partners Portfolio holdings
AUM
$444M
1-Year Est. Return
21.45%
This Fund
S&P 500
1 Year Est. Return
+21.45%
AUM
$444M
AUM Growth
-$54.7M
(-11%)
Holding
27
Top Sells
| 1 | +$8.23M | |
| 2 | +$6.56M | |
| 3 | +$6.12M | |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$2.26M |
| 5 |
InnovAge Holding
INNV
|
+$1.52M |
Sector Composition
| 1 | Communication Services | 6.16% |
| 2 | Financials | 4.49% |
| 3 | Healthcare | 3.29% |
| 4 | Industrials | 1.69% |
| 5 | Technology | 0.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
BTM
26
DELISTED
Bitcoin Depot
BTM
| $76K | 0.02% |
35,087
-197,402
|
|
||
27
JPMorgan Chase
JPM
$859B
| – | – |
-642
|
|