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
$454M
AUM Growth
+$41.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$6.69M
2
+$2.72M
3
+$762K
4
APO icon
Apollo Global Management
APO
+$724K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$700K

Top Sells

1
+$7.59M
2
+$3.91M
3
+$3.68M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$244K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$43.7K

Sector Composition

1 Financials 10.91%
2 Communication Services 8%
3 Healthcare 6.12%
4 Consumer Discretionary 3.08%
5 Technology 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$366K 0.08%
+3,550
27
$360K 0.08%
+6,410
28
$343K 0.08%
+1,000
29
$343K 0.08%
+6,125
30
$305K 0.07%
+4,977
31
$299K 0.07%
1,296
32
$298K 0.07%
+2,600
33
$274K 0.06%
+7,275
34
$270K 0.06%
+2,639
35
$253K 0.06%
+3,450
36
$252K 0.06%
+20,000
37
$243K 0.05%
696
38
$240K 0.05%
+2,500
39
$225K 0.05%
+1,315
40
$216K 0.05%
+1,668
41
$215K 0.05%
+3,701
42
$215K 0.05%
+517
43
$214K 0.05%
+3,621
44
$207K 0.05%
+400
45
$201K 0.04%
+5,085
46
$113K 0.02%
+20,000
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