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
$307M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$3.87M
3
+$3.42M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.36M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.32M

Top Sells

1
+$6.49M
2
+$3.73M
3
+$1.49M
4
XOM icon
Exxon Mobil
XOM
+$777K
5
NLSN
Nielsen Holdings plc
NLSN
+$688K

Sector Composition

1 Technology 5.52%
2 Financials 3.82%
3 Industrials 3.55%
4 Healthcare 3.44%
5 Consumer Discretionary 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$310K 0.1%
8,781
-244
102
$306K 0.1%
7,316
+8
103
$301K 0.1%
4,502
+1
104
$301K 0.1%
3,473
-1,996
105
$295K 0.1%
5,365
106
$293K 0.1%
2,020
+236
107
$292K 0.1%
1,821
108
$291K 0.09%
1,281
+1
109
$291K 0.09%
3,542
-25
110
$286K 0.09%
3,032
111
$275K 0.09%
1,036
-31
112
$273K 0.09%
1,622
-49
113
$270K 0.09%
10,683
+6
114
$268K 0.09%
10,890
115
$264K 0.09%
3,198
-110
116
$259K 0.08%
2,636
-374
117
$255K 0.08%
3,335
118
$255K 0.08%
5,538
-213
119
$252K 0.08%
2,280
-33,758
120
$251K 0.08%
4,754
+693
121
$236K 0.08%
1,455
-73
122
$212K 0.07%
+2,656
123
$210K 0.07%
1,865
124
$206K 0.07%
3,757
125
$206K 0.07%
+2,282
2 3 4
5
6