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
76
$271K 0.19%
+5,063
77
$269K 0.19%
+10,486
78
$263K 0.18%
+3,116
79
$255K 0.18%
+2,582
80
$246K 0.17%
+2,436
81
$242K 0.17%
+2,252
82
$219K 0.15%
+2,365
83
$219K 0.15%
+1,980
84
$205K 0.14%
+3,041
85
$203K 0.14%
+1,087
1 2 3
4