WCP

Welch Capital Partners Portfolio holdings

AUM $449M
1-Year Est. Return 17.41%
This Quarter Est. Return
1 Year Est. Return
+17.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$302M
AUM Growth
-$1.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$7.03M
2
+$4.2M
3
+$3.79M
4
PANW icon
Palo Alto Networks
PANW
+$2.36M
5
P
Pandora Media Inc
P
+$1.55M

Top Sells

1
+$15.5M
2
+$4.42M
3
+$3.9M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.72M
5
EQT icon
EQT Corp
EQT
+$2.25M

Sector Composition

1 Healthcare 19.76%
2 Financials 15.41%
3 Consumer Discretionary 10.44%
4 Communication Services 10.4%
5 Industrials 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.89M 1.95%
264,054
+105,744
27
$5.72M 1.9%
110,150
-32,220
28
$5.53M 1.83%
110,291
-23,000
29
$5.46M 1.81%
72,510
+200
30
$5.34M 1.77%
492,570
+67,950
31
$5.04M 1.67%
38,800
+70
32
$4.69M 1.55%
54,150
+14,850
33
$4.52M 1.5%
58,535
-135
34
$4.2M 1.39%
+190,890
35
$4.09M 1.35%
113,628
+19,564
36
$3.79M 1.26%
+58,420
37
$2.55M 0.84%
99,871
+40,246
38
$1.57M 0.52%
29,170
-330
39
$1.39M 0.46%
+59,950
40
$599K 0.2%
7,799
41
$554K 0.18%
6,360
42
$349K 0.12%
4,320
43
– –
-24,614
44
– –
-23,238
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