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
51
$530K 0.36%
+4,215
52
$530K 0.36%
+16,207
53
$516K 0.36%
+5,166
54
$497K 0.34%
+12,024
55
$494K 0.34%
+7,267
56
$492K 0.34%
+5,513
57
$459K 0.32%
+7,843
58
$431K 0.3%
+5,430
59
$427K 0.29%
+6,211
60
$412K 0.28%
+6,872
61
$405K 0.28%
+4,145
62
$390K 0.27%
+14,910
63
$388K 0.27%
+7,768
64
$378K 0.26%
+7,511
65
$376K 0.26%
+27,198
66
$366K 0.25%
+7,256
67
$355K 0.24%
+13,075
68
$341K 0.23%
+3,329
69
$322K 0.22%
+3,945
70
$315K 0.22%
+4,330
71
$313K 0.22%
+2,520
72
$298K 0.21%
+4,225
73
$281K 0.19%
+4,654
74
$272K 0.19%
+5,007
75
$272K 0.19%
+10,000
1 2
3
4