WCP
Welch Capital Partners Portfolio holdings
AUM
$499M
1-Year Est. Return
21.34%
This Fund
S&P 500
1 Year Est. Return
+21.34%
AUM
$499M
AUM Growth
+$13.4M
(+2.8%)
Holding
27
Top Sells
| 1 | +$961K | |
| 2 | +$389K | |
| 3 | +$326K | |
| 4 |
InnovAge Holding
INNV
|
+$225K |
| 5 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$178K |
Sector Composition
| 1 | Communication Services | 7.22% |
| 2 | Financials | 5.76% |
| 3 | Healthcare | 4.56% |
| 4 | Industrials | 1.48% |
| 5 | Technology | 0.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
JPMorgan Chase
JPM
$764B
| $207K | 0.04% |
642
|
|
||
27
State Street Health Care Select Sector SPDR ETF
XLV
$39.8B
| – | – |
-6,906
|
|