WPWM

Western Pacific Wealth Management Portfolio holdings

AUM $102M
1-Year Est. Return 26.75%
This Quarter Est. Return
1 Year Est. Return
+26.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1 +$102M
2 +$10.4M
3 +$5.66M
4
MSFT icon
Microsoft
MSFT
+$3.27M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.6M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 70.28%
2 Technology 10.75%
3 Communication Services 4.66%
4 Financials 2.62%
5 Healthcare 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$0 ﹤0.01%
+42
227
$0 ﹤0.01%
+7
228
$0 ﹤0.01%
+6
229
$0 ﹤0.01%
+55