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
$250M
AUM Growth
-$88.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$72.4M
2 +$2.57M
3 +$1.31M

Top Sells

1 +$73.5M
2 +$10.9M
3 +$6.97M
4
VDE icon
Vanguard Energy ETF
VDE
+$5.48M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$3.49M

Sector Composition

1 Communication Services 9.3%
2 Financials 8.68%
3 Healthcare 5.11%
4 Consumer Discretionary 2.72%
5 Real Estate 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-1,296
27
-67,264
28
-56,847
29
-2,390
30
-11,942