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WCP

Welch Capital Partners Portfolio holdings

AUM $444M
1-Year Est. Return 21.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$486M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$4.8M
3
+$1.78M
4
BTM
Bitcoin Depot
BTM
+$824K
5
XOM icon
Exxon Mobil
XOM
+$202K

Top Sells

1
+$8.9M
2
+$7.46M
3
+$4.64M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$244K
5
SPY icon
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
1
$218M 44.87%
355,755
-414
2
$139M 28.56%
208,164
-13
3
$28.8M 5.94%
168,826
4
$27M 5.56%
110,856
5
$20.4M 4.2%
218,480
6
$11.8M 2.43%
150,440
-118,045
7
$9.88M 2.03%
+148,829
8
$8.51M 1.75%
34,407
+7,432
9
$4.94M 1.02%
209,902
+26,303
10
$4.59M 0.95%
+21,283
11
$2.37M 0.49%
12,488
12
$2.31M 0.48%
446,985
-1,790
13
$1.63M 0.33%
3,137
14
$1.43M 0.29%
5,601
15
$1.02M 0.21%
4,200
16
$961K 0.2%
6,906
-55,135
17
$674K 0.14%
4,780
18
$515K 0.11%
1,785
19
$403K 0.08%
3,701
20
$346K 0.07%
854
21
$344K 0.07%
4,194
22
$243K 0.05%
696
23
$204K 0.04%
+3,096
24
$204K 0.04%
+1,813
25
$203K 0.04%
+642
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