WIP

Wellesley Investment Partners Portfolio holdings

AUM $293M
1-Year Est. Return 8.92%
This Quarter Est. Return
1 Year Est. Return
+8.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$12.8M
3
+$8.88M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$7.13M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$6.94M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.1%
2 Industrials 2.96%
3 Healthcare 2.59%
4 Consumer Discretionary 2.42%
5 Financials 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$734K 0.51%
+4,920
27
$725K 0.5%
+11,235
28
$697K 0.48%
+4,820
29
$678K 0.47%
+12,320
30
$678K 0.47%
+23,321
31
$678K 0.47%
+7,593
32
$669K 0.46%
+6,784
33
$655K 0.45%
+9,689
34
$631K 0.43%
+20,610
35
$629K 0.43%
+14,025
36
$620K 0.43%
+5,253
37
$619K 0.43%
+26,604
38
$618K 0.43%
+7,936
39
$615K 0.42%
+11,086
40
$612K 0.42%
+5,830
41
$605K 0.42%
+4,842
42
$600K 0.41%
+6,907
43
$584K 0.4%
+4,416
44
$573K 0.39%
+7,334
45
$562K 0.39%
+5,899
46
$556K 0.38%
+5,714
47
$553K 0.38%
+21,044
48
$551K 0.38%
+16,566
49
$550K 0.38%
+10,236
50
$535K 0.37%
+16,001
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