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
$339M
AUM Growth
+$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1 +$8.77M
2 +$2.3M
3 +$1.59M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$219K
5
AAPL icon
Apple
AAPL
+$218K

Top Sells

1 +$791K
2 +$677K
3 +$525K
4
BFAM icon
Bright Horizons
BFAM
+$392K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$354K

Sector Composition

1 Financials 10.49%
2 Communication Services 8.72%
3 Healthcare 4.32%
4 Industrials 4.27%
5 Real Estate 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$218K 0.06%
+2,972
27
$213K 0.06%
1,296
28
$206K 0.06%
+4,101
29
-2,573
30
-6,360
31
-7,878