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
$300M
AUM Growth
+$6.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$4.13M
2 +$3.7M
3 +$1.46M
4
AGX icon
Argan
AGX
+$526K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$256K

Top Sells

1 +$2.71M
2 +$2.25M
3 +$785K
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$233K
5
AAPL icon
Apple
AAPL
+$221K

Sector Composition

1 Financials 10.63%
2 Communication Services 8.32%
3 Industrials 4.96%
4 Healthcare 3.9%
5 Real Estate 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$275K 0.09%
1,815
27
$256K 0.09%
+4,200
28
$205K 0.07%
1,296
29
-4,460
30
-11,370