WCP
Welch Capital Partners Portfolio holdings
AUM
$499M
1-Year Est. Return
21.34%
This Fund
S&P 500
1 Year Est. Return
+21.34%
AUM
$486M
AUM Growth
+$36.4M
(+8.1%)
Holding
27
Top Buys
| 1 | +$10.3M | |
| 2 | +$4.8M | |
| 3 | +$1.78M | |
| 4 |
Bitcoin Depot
BTM
|
+$824K |
| 5 |
Exxon Mobil
XOM
|
+$202K |
Top Sells
| 1 | +$8.9M | |
| 2 | +$7.46M | |
| 3 | +$4.64M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$244K |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$8.33K |
Sector Composition
| 1 | Financials | 7.08% |
| 2 | Communication Services | 5.77% |
| 3 | Healthcare | 4.41% |
| 4 | Industrials | 1% |
| 5 | Technology | 0.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Johnson & Johnson
JNJ
$582B
| $202K | 0.04% |
+1,090
|
|
||
27
PayPal
PYPL
$41.3B
| – | – |
-62,463
|
|