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
$294M
AUM Growth
+$330K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1 +$4.02M
2 +$3.17M
3 +$2.86M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$513K

Top Sells

1 +$8.05M
2 +$3.95M
3 +$3.75M
4
VOX icon
Vanguard Communication Services ETF
VOX
+$3.01M
5
VDE icon
Vanguard Energy ETF
VDE
+$2.75M

Sector Composition

1 Financials 12.22%
2 Communication Services 6.76%
3 Industrials 4.85%
4 Healthcare 4.12%
5 Consumer Discretionary 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$263K 0.09%
1,296
27
$221K 0.08%
4,460
28
-4,221
29
-16,873
30
-3,326
31
-35,993